We currently have a position open for "Relationship Advisor" with one of the banks in bay area.Please reply back with your updated resume for immediate consideration.
Contract: 6 Months
Ability to consistently deliver responsive high touch client service with a positive attitude in dynamic service environment
Minimum 3 years consultative client services and operations in financial services, preferably assisting high net-worth clients
Broad knowledge of financial services products and the use of a customer relationship management systems are preferred (i.e. Microsoft CRM)
Knowledge of key Banking platforms such as Miser, CBS, CRM, Remedy, etc. is preferable
Functional knowledge of office software including the suite of Microsoft office products including Excel and PowerPoint.
Bachelors Degree or equivalent work experience required
4880 Stevens Creek Blvd. Suite 202,
San Jose, CA 95129 USA
Zenaide Technologies, Inc.