Branch Client Advisor I - Aditi Consulting
St. Helena, CA 94574
About the Job
Provides client support to inquiries that include but not limited to:
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 a number of factors, including but not limited to, a candidate’s qualifications, skills, 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.
Aditi Consulting LLC uses AI technology to engage candidates during the sourcing process. AI technology is used to gather data only and does not replace human-based decision making in employment decisions.
- 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 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.
- 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
- 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 a number of factors, including but not limited to, a candidate’s qualifications, skills, 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.
Aditi Consulting LLC uses AI technology to engage candidates during the sourcing process. AI technology is used to gather data only and does not replace human-based decision making in employment decisions.
Source : Aditi Consulting