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Job Title : Branch Client Advisor I-13857
Location : Palo Alto, CA
Duration : 6+ Months
Responsibilities:
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
Responding to NSF notices for wires, checks, Foreign Exchange purchases
Processing mail, payments, check orders
Process paperwork for new accounts, close accounts, account updates, online banking enrollment and maintenance, products and services setup and maintenance; product and services training
Fraud monitoring and escalation
Scanning deposits on branch deposit capture (commercial) and image center transactions (Miser)
Tracking, verifying and/or inputting information
Reviewing accuracy of information or documents
Preparing reports
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
SoftSol, Inc.
