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
- A minimum of one year up to three years of similar or related experience, including preparatory experience.
A high school degree or equivalent