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    Operations Specialist - Santa Clara, United States - Veear

    Veear
    Veear Santa Clara, United States

    3 weeks ago

    Default job background
    Description


    Provides client support to inquiries that may be, but not limited to: general bank transactions; operational issues, and/or assistance with bank products.

    Requests are received from various channels, including face-to-face, email, phone, or from Relationship Advisors. Works under moderate supervision and has a general skill set that is applied to the essential functions. Escalates non-routine problems or complex issues.

    In-Branch Client Support may include, but 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
    • Generating Currency Transaction Reports (CTR's)
    • 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 not limited to the following:
    • Reviewing inquiry and formulating response or implementing action to resolve which may result in inquiry being resolved during initial contact or may perform additional research, problem solving, or escalation to other internal partners.
    • Verifying signatures
    • Processing mail, payments, check orders
    • Fraud monitoring and escalation
    Quals

    Role is 100% on site. Candidates must be fully vaccinated.
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