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Palo Alto

    Branch Client Advisor - Palo Alto, United States - VeeAR Projects Inc.

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    Banking / Loans
    Description

    Job Title: - Branch Client Advisor

    Job location: - Palo Alto, CA

    Workplace type: Onsite

    Employment type: - 12+ Months Contract

    Job Description: -

    • 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

    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

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