Client Service Representatives (Levels II, III, & Senior)

Job Description

Job Description

We’re currently seeking experienced and customer-focused Client Service Representatives to join the team at one of our reputable banking clients in San Francisco, CA.

Depending on your experience and qualifications, you may be considered for Client Service Representative II, III, or Senior level positions.

What You'll Do :

Open and maintain new consumer and complex business accounts

Guide clients through account selection and banking services

Cross-sell bank products and services effectively

Perform clerical branch duties and support daily branch operations

Ensure compliance with all federal, state, and bank regulations

Maintain strong client relationships and refer clients to appropriate staff or services

Qualifications (Depending on role) :

1+ year of banking teller experience (required)

Experience opening consumer accounts (required)

Experience opening basic business accounts (preferred)

Strong communication and customer service skills

High level of integrity and ability to handle confidential information

Proficiency in Microsoft Word, Excel, Outlook, and banking software

Opportunity to join a trusted and professional banking team

Career growth potential with room for advancement

If you meet the qualifications and are interested in starting your next career move, we’d love to connect with you!

Equal Opportunity Employer / Disabled / Protected Veterans

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 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.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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Company Description

This company offers growth and a great group of people to work with.

Company Description

This company offers growth and a great group of people to work with.