AllSTEM – Jobs Hiring for Bank Office Associate Job at San Jose, CA Full Time

The PB Office Associate IV position requires a high level of client interaction in providing exceptional sales and service. Will handle many of the more routine and complex transactions within established policies and procedures. Works independently on less complex transactions. May require supervision on the larger more complex transactions. Intermediate staff are still developing advanced knowledge and work under direction of more senior staff and management. Help Office Manager for operational and compliance tasks in the day-to-day operations of the office.

Qualifications:

· Degree preferred, not required

· 4-5 years in retail banking

· Superior client service skills

· Systems & Technical Knowledge including Microsoft Word, Excel, PowerPoint and Access

Responsibilities:

· Build internal and external relationships through exceptional problem solving, ownership and follow-through.

· Perform operational tasks, act as a resource for internal and external clients, provide support for other staff as needed and demonstrate competency with following instructions and multi-tasking.

· Works on a variety of assignments that are moderately complex in nature that may require specialized banking knowledge or expertise.

· Ability to explain complex operational terms in understandable language.

· Clear understanding of the SLAs of the various departments.

· Activities include daily client interaction, either by phone or email channel based, requiring problem-solving skills, determining escalation path and/or client research (operational or transactional based).

· Accountable for back office operational decisioning items including but not limited to overdrafts, loan advances/payments, negative and mhold wires, signature verifications and service-related research.

· Order cash, process change orders, prepare cash shipments and balance vault

· Deposit/check cashing verification and may provide approval for other peers.

· Prepare monthly certifications each month as well as complete compliance training.

Job Type: Contract

Pay: $30.00 – $35.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Relocation assistance
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• San Jose, CA 95113: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 2 years (Required)
• Banking: 1 year (Required)

Work Location: One location