Private Client Advisor
- Santa Clara, CA
- Permanent
- Full-time
- Assesses clients' financial situation by gathering information regarding investments, asset Assist clients with new products and services
- Open new accounts
- Internal and external inquiries and research requests
- Process client transactions including deposits, transfers, and wire transfers
- Daily client contact - overdraft report, check and wire verification, return deposited items, etc.
- Verification of Deposit/Credit rating requests
- Client supply orders (checks, deposit slips, endorsement stamps, etc.)
- Cross sell additional Bank products and services
- Coordinate and participate in Department meetings
- Ensure compliance with Bank and Department standards (GLBA, BSA, Security protocol, etc.)
- Support Bank Associates with setup of all additional product and services as required
- Account Maintenance (client contact and follow-up)
- Prepare and process account change requests
- Client site travel as required (new accounts, transactions, maintenance)
- Adhere to established Department standards and guidelines
- Client and Bank event assistance as needed
- Performs other duties as assigned
- Bachelor or graduate degree in accounting, finance, business, or management
- 7+ years’ experience in branch banking including corporate/business accounts
- Ability to handle escalations, cash management services, wire transfers and deposits
- Ability to recommend and open business new accounts
- High level aclient service skills
- Experience solving customer problems and working with high touch customers
- Professional communication skills
- Experience working with a Windows-based computer environment, working knowledge of Microsoft Office
- Professional working proficiency in Mandarin and or Cantonese is a plus