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Branch Client Advisor I

  • Location: Beverly Hills
  • Job Type:Contract

Posted 17 days ago

  • Expiry Date: 13 February 2023
  • Referral: 221863@accuick.com

Job Description:

Experience:

  • 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. 

Skills/Certifications  

  • Client Interaction, Teller Processing, Cross Selling, Federal State and local laws. 

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.