Jobs

    Branch Client Advisor I - St Helena, United States - Pyramid Consulting

    Pyramid Consulting
    Pyramid Consulting St Helena, United States

    3 weeks ago

    Default job background
    Description

    Immediate need for a talented Branch Client Service Advisor. This is a 06+ Months contract opportunity with long-term potential and is located in St. Helena CA (Onsite). Please review the job description below and contact me ASAP if you are interested.

    Job ID:

    Pay Range: $26/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

    Key Responsibilities:

    • 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 (CTR's)
    • Processing payments
    • Fulfilling cashier check requests
    • Other common Bank Teller duties
    • Processing courier bags with client cash deposits
    • 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.
    • Processing mail, payments, check orders
    • Fraud monitoring and escalation
    • Scanning transactions at the end of the day
    Key Requirements and Technology Experience:
    • Requests for Cashier's Check
    • Arranging appointments
    • Researching items including ensuring necessary funds are available for a withdrawal
    • Verifying signature
    Our client is a leading Financial Service organization and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

    Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    #prof

  • Aditi Consulting

    Branch Client Advisor

    3 weeks ago


    Aditi Consulting St Helena, United States

    Summary: · Provides client support to inquiries that include but 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. An i ...