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Palo Alto

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

    Aditi Consulting
    Aditi Consulting Palo Alto, United States

    3 weeks ago

    Default job background
    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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