Private Banker jobs in Santa Rosa, CA

Job Description:

Provides client support to inquiries that include but are 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 candidates should be able to work under moderate supervision and have a general skill set that is applied to the essential functions. Utilizes knowledge or resources to resolve moderately complex issues, and 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 is 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 (CTRs)
• 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 is not limited to the following:

• Reviewing inquiry and formulating a response or implementing action to resolve which may result in the 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

Job Type: Contract

Salary: $21.53 - $27.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Experience:

• Banking: 1 year (Required)
• Cash handling: 1 year (Required)
• Deposit: 1 year (Required)
• Account opening: 1 year (Required)
• Verifying signature: 1 year (Required)
• Withdrawal: 1 year (Required)

Ability to Commute:

• Saint Helena, CA 94574 (Required)

Ability to Relocate:

• Saint Helena, CA 94574: Relocate before starting work (Required)

Work Location: In person