Branch Client Advisor

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

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