Branch Client Advisor I-12575

Job Title : Branch Client Advisor I-12575

Location : Beverly Hills, CA 9021

Duration : 3 Months

100% onsite role 3month role, possible extension

Responsibilities:

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 behaviors.

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