Job Description

Job Summary (List Format):


- Provide in-person client support for general banking transactions and operational issues at the Santa Clara, CA branch.
- Handle client inquiries through multiple channels, including face-to-face, email, phone, and internal partners.
- Perform branch duties such as greeting customers, reception, processing deposits, cashing checks, placing holds, completing Currency Transaction Reports (CTR), processing payments, fulfilling cashier check requests, and handling courier bags with client cash deposits.
- Conduct back-office tasks including responding to inquiries, processing mail and payments, fraud monitoring and escalation, scanning transactions, and check order processing.
- Support Relationship Advisors with requests for cashier s checks, arranging appointments, and conducting account research.
- Resolve moderately complex issues using knowledge and available resources; escalate complex or non-routine problems as needed.
- Ensure compliance with all applicable regulations, procedures, and bank policies.
- Maintain strong organizational, analytical, and time management skills in a fast-paced environment.
- Work independently on assigned tasks while effectively collaborating with team members.
- Requires a High School Diploma or GED and at least 1 year of clerical or administrative experience; banking operations experience preferred.

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