Job Description
Are you an experienced Client Service Representative looking to advance your career? Depending on your experience, you could be the next Client Service Representative II, III, or Senior-level Client Service Representative. We look forward to connecting with you!
Summary:
We are seeking knowledgeable and detail-oriented Client Service Representatives to join our team. The ideal candidate will have experience opening new accounts, processing transactions, and providing excellent customer service. You will be responsible for assisting clients in selecting financial services, cross-selling bank products, and ensuring compliance with banking regulations. Depending on your experience, you may support consumer and business accounts and provide additional supervisory support at the Senior level.
Responsibilities:
- Open consumer and basic and complex business accounts, and provide expert guidance on banking services.
- Actively cross-sell bank products and refer clients to appropriate staff or services.
- Manage and maintain client accounts, ensuring all documentation is in compliance with state and federal banking regulations.
- Assist with branch operations, teller transactions, and monthly business development calls.
- Offer support with Treasury Services for business clients and ensure exceptional customer service.
- Process all account-related transactions, including maintaining and closing account types.
- Ensure compliance with bank policies and regulations, including the Bank Secrecy Act.
- Provide courteous service in person and over the phone while identifying "at-risk" customers for retention.
- Promote the bank’s business through client relationship-building and cross-selling products.
- Actively cross-sell bank products, ensuring clients receive the best financial solutions for their needs.
- Support business goals by maintaining a strong client base and referring customers to appropriate bank services.
- Ensure all account documentation is processed correctly and remains compliant with regulations.
Qualifications:
- Minimum of 1-3 years of banking teller experience, with advanced experience in opening consumer and complex business accounts.
- Strong knowledge of banking regulations (BSA, Information Security).
- Supervisory experience preferred.
- Proficient in Word, Excel, Outlook, and banking software.
- Solid understanding of banking regulations and excellent customer service skills.
- Strong customer relations skills and familiarity with banking software.
If you are a customer-focused individual with a passion for providing top-tier banking services, apply today! We look forward to meeting you!
Equal Opportunity Employer / Disabled / Protected Veterans
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For temporary assignments lasting 13 weeks or longer, AppleOne 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.
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. 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
(none specified)
Job Tags
Temporary work