Hello,
Greetings!!

Hope you are doing well…
My Direct client Silicon Valley Bank is looking for a Branch Client Advisor. Please send me your resume with the below details in case you are interested, if this project does not match your exact skills perhaps you know of someone with the necessary experience and availability; if so, please feel free to forward this e-mail at your discretion or pass on their references to me.

Position: Branch Client Advisor
Location: Beverly Hills, CA
Duration: 03+ months contract

Job Description:
The Private Banking Office Associate position requires a high level of client interaction in providing exceptional sales and service. Responsible for following established policies and procedures to resolve customer requests. Individuals at this level are expected to use some independence of thought but refer more complex transactions to other experts. The Private Banking Office Associate will identify cross-sell opportunities and make appropriate referrals. Provide assistance to Office Manager for operational and compliance tasks in the day-to-day operations of the office.

Responsibilities, Duties, and Accountabilities:
Sales & Service

• Promote service excellence by modeling exceptional client service characteristics to retain and build existing relationships with clients.
• Meet and exceed sales and service goals and objectives.
• Respond to difficult or complex product and service inquiries from clients, team members and business partners.
• Build internal and external relationships through exceptional problem solving, ownership and follow-through.
• Model exemplary client service behaviours.

Internal Operations

• Primary focus is on execution within defined parameters, with some expansion based on developing capabilities and or experiences, in partnership with more experienced staff.
• Ensure compliance with all Federal, State and local laws as well as BPB&TC policies and procedures.
• Ensure accurate and timely processing of platform transactions.
• Assist in all office operations with platform and teller processing.
• Oversee all operations procedures pertaining to the ATM
• Other duties as required.
• 100% transactional

Qualifications:

• Degree preferred, not required
• 1+years’ experience 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

Hourly Rate __________ (Please mention on w2)
Earliest availability for the assignment:
Earliest availability for the Interview:
Current location & Zip Code:
Are you ready to relocate?
Preferred contact number:
LinkedIn:

Thanks and Regards,

Karan Peswani

Veear Projects Inc.

Job Types: Contract, Full-time

Benefits:

• Dental insurance
• Health insurance
• Vision insurance

Schedule:

• 8 hour shift

Experience:

• Cash handling: 1 year (Required)
• Banking: 1 year (Required)
• Customer service: 1 year (Required)

Work Location: On the road

Speak with the employer
+91 +15109893811

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