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Job Requirements of Branch Client Advisor I:
-
Employment Type:
Full-Time
-
Location:
Helena, CA (Onsite)
Do you meet the requirements for this job?
Branch Client Advisor I
Pyramid Consulting, Inc
Helena, CA (Onsite)
Full-Time
Immediate need for a talented Branch Client Advisor I. This is a 03+months contract opportunity with long-term potential and is located in Helena, CA (Onsite). Please review the job description below and contact me ASAP if you are interested.
Job ID:24-51500
Pay Range: $25 - $27/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy .
#prof J2W:CB3
Job ID:24-51500
Pay Range: $25 - $27/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
- Teller position.
- 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.
- 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
- 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, 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 .
- Key Skills: Customer Service Skills
- Cash Handling Skills .
- Good verbal and written skillset .
- Banking experience is highly preferred but will accept good cash handling experience.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy .
#prof J2W:CB3
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