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.