Branch Client Advisor - Palo Alto, United States - GTT

Description

Branch Client Advisor
Contract Duration 6 Months
Pay rate up to $27/hr

Job Description

Provides client support to inquiries that include but are not limited to general bank transactions; operational issues, and/or bank office support.

Requests are received from various channels, including face-to-face, email, phone, or from internal business partners.

Ideal candidates should be able to work under moderate supervision and have a general skill set that is applied to the essential functions.

Utilizes knowledge or resources to resolve moderately complex issues, and escalates complex non-routine problems.
Accountable for performing assigned functions efficiently while ensuring all regulations, procedures, and policies are adhered to.

In-branch client Support may include, but is not limited to the following:
Greeting all branch customers with exceptional customer service and handling reception duties for customers meeting with other internal partners
Processing of deposits/cashing checks
Placing holds
Completing Currency Transaction Reports (CTRs)
Processing payments
Fulfilling cashier check requests
Other common Bank Teller duties
Processing courier bags with client cash deposits

Back Office Client Support may include, but is not limited to the following:

Reviewing inquiry and formulating a response or implementing action to resolve which may result in the inquiry being resolved during initial contact or may perform additional research, problem-solving, or escalation to other internal partners.

Processing mail, payments, and check orders
Fraud monitoring and escalation
Scanning transactions at the end of the day

Relationship Advisor requests may include, but are not limited to:
Requests for Cashier's Check
Arranging appointments
Researching items including ensuring necessary funds are available for a withdrawal
Verifying signature

Qualifications
100% On-Site Role


Benefits:
Medical, Vision, and Dental Insurance Plans
401k Retirement Fund


About The Company:

Our client helps innovators, enterprises, and investors move bold ideas forward fast by providing a range of financial services to companies of all sizes in innovation centers around the world.

With their dedication to the success of the innovation economy, they help promising companies and partners to innovate, thrive, and create jobs, providing a culture where their employees can learn and grow and together build a more just world.

The innovation sector is essential to the transition to a sustainable, low-carbon, net-zero emissions economy.

Supporting their clients who are building new sustainability solutions is the most effective way for our client to tackle climate change, which presents a systemic risk to society, the financial system, our clients, and our company.

As the bank of the innovation economy, and in alignment with our mission to help our clients succeed and innovate for a better world, our client has committed to providing at least $5 billion in loans, investments, and other financings to support sustainability efforts by 2027.

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