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Branch Client Advisor

Company: ASK Staffing, Inc
Location: Pasadena
Posted on: May 18, 2023

Job Description:

Job Description:Experience:Qualifications:

  • Degree preferred, not required.
  • 4-5 years' experience in retail banking.
  • Superior client service skills.
  • Cross Selling Skills.
  • Strong communication skills.
  • Oral and written.
  • Organization Skills.
  • Cash handling.
  • New accounts.
  • Systems & Technical Knowledge including Microsoft Word, Excel, PowerPoint and Teams.Responsibilities:
    • The PBWM Office Associate III position requires a high level of client interaction in providing exceptional sales and service.
    • Will handle many of the more routine and complex transactions within established policies and procedures. Works independently on less complex transactions.
    • May require supervision on the larger more complex transactions.
    • Intermediate staff are still developing advanced knowledge and work under direction of more senior staff and management.
    • The PBWM Office Associate III 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.
      • Handle cash transactions and open new accounts.
      • Model exemplary client service behaviors.
      • Internal Operations
      • Primary focus is on daily deliverable of routine and defined outputs, while at the same time developing knowledge of the broader context in which the work is being performed
      • 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 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% transactionalSkills/Certifications:
        • Retail Banking and Cross SellingAbout ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunitiesASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.

Keywords: ASK Staffing, Inc, Pasadena , Branch Client Advisor, Other , Pasadena, California

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