eBranch Member Services Associate

Location: Palo Alto, CA

  • Assist customers with opening CD’s and educate customers as to penalties, earnings, etc.
  • Explain and expedite the opening, closing, transfer, and rollover of IRA certificates.
  • Provide backup to tellers upon request.
  • Set up auto transfers and sign up customers for ACH transfers and wires
  • Use every customer contact as an opportunity to advise customer about additional services or programs that might benefit them.
  • Must comply with applicable laws and regulations, including but not limited to, the
  • Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

Experience

  • A minimum of one year up to three years of similar or related experience, including preparatory experience.

Education/Certifications/Licenses
A high school degree or equivalent