We are seeking a Branch Client Advisor I for a very important client.

Primary Responsibilities:

• Activities include daily client interaction, either by phone or email channel based, requiring problem-solving skills, determining escalation path and/or client research (operational or transactional based).
• Responsible for ensuring every interaction is in client’s best interest balanced with the Bank’s best interest.
• Accountable for follow up of client issues as agreed upon in timeline.
• Accountable to complete branch operation functions efficiently while ensuring all SLAs are met that include teller daily reports, monthly, semi and annually certifications.
• Ensure bank policy and procedures are followed.
• Ability to identify possible fraud or violations.
• Ability to work independently on tasks and able to schedule and prioritize the needs of the branch.
• Works cohesively with other team members, acts as a resource.
• Acts as a role model by demonstrating SVB's Guiding Principles.
• Process deposits, courier bags, withdrawals, cash checks and other similar teller duties.
• Order cash, process change orders, prepare cash shipments and balance vault;
• Answer phones, process research requests, respond to email request from external and internal clients; deposit/check cashing verification and may provide approval for other peers.
• Prepare monthly certifications each month as well as complete compliance training.
• Pull reports and process disposition; respond to NSF notices for wires, checks, FX purchases; signature and check verification dispositions; process fee reversals,
• Process mail, payments, check orders.
• Process paperwork for new accounts, close accounts, account maintenance, online banking enrollment and maintenance, products and services setup and maintenance; product and services training.

Qualifications:

• Degree preferred, not required
• 4-5 years in retail banking
• Superior client service skills
• Cross Selling Skills
• Strong communication skills – oral and written
• Organization Skills
• Systems & Technical Knowledge including Microsoft Word, Excel, PowerPoint and Access
• Ability to identify possible fraud or violations.
• Ability to work independently on tasks and able to schedule and prioritize the needs of the branch.
• Works cohesively with other team members, acts as a resource.
• Acts as a role model by demonstrating company Guiding Principles.

Benefits include:

• -MEC/ACP Medical
• -Voluntary Dental, Vision, Life, Supplemental Income
• -401k (must meet requirements)
• -sick leave as required by state/county
• PAY RANGE; $33- $35 per hour

Job Types: Full-time, Contract

Pay: $33.00 - $35.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Vision insurance

Schedule:

• 8 hour shift

Work Location: In person

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