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Bank Client Service Representative

Job ID: 1720434
OA Reference: JA/1028-94022-1028

  • $41,600 to $60,300
  • Los Altos, 94022

This Bank Client Service Representative Position Features:
• Opportunity for growth with a growing bank.
• Be part of a banking community that truly values client relationship
• Great Pay to $20 to $29, DOE.

Immediate need for Client Service Representative II, III, or Senior Level Client Service Representative

The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.


Apply for this great position as a bank client service representative today!

EEO/AA Employer/Vet/Disabled.

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

A minimum of one year of banking teller experience is required
Beginner experience with opening consumer accounts is required
Beginner experience opening basic business accounts is preferred Must be proficient in using Word, Excel, and Outlook applicati

AppleOne Representative Contact Info

Account Executive:
James
Branch Phone:
Location:
Santa Clara, CA