Branch Client Advisor I - Palo Alto, United States - Aditi Consulting

Description

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.

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

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


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
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.

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

Relationship Advisor requests may Include:
Requests for Cashier's Check
Arranging appointments
Researching items including ensuring necessary funds are available for a withdrawal
Verifying signature


Compensation:

The pay rate range above is the base hourly pay range that Aditi Consulting reasonably expects to pay someone for this position (compensation may vary outside of this range depending on several factors, including but not limited to, a candidate's qualifications, skills, competencies, competencies, experience, location and end client requirements).

Benefits and Ancillaries:

Medical, dental, vision, PTO benefits and ancillaries may be available for eligible Aditi Consulting employees and vary based on the plan options selected by the employee.

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