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Branch Client Advisor

  • Location: Beverly Hills
  • Job Type:Contract

Posted 8 days ago

  • Expiry Date: 09 June 2022

Position: Branch Client Advisor
Location: Beverly hills, CA
Duration: 6 months Contract

Job Description:


  • This is an onsite role, contractor must be able to provide proof of vaccination.


  • 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.

About 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 opportunities.

ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.