?? Client Service Representative (CSR II / CSR III / Senior CSR)

?? Full-Time | Multiple Openings | Career Growth

Are you experienced in opening and closing bank accounts and passionate about helping customers? We’re hiring Client Service Representatives at multiple levels — and we’re specifically looking for candidates with strong New Accounts experience.

If you’ve handled account opening, maintenance, and closures, this role is built for you.

?? What You’ll Be Doing
Open and close consumer and business bank accounts (checking, savings, CDs, IRAs, Trust & Estate) ?
Manage the full new account process from application to activation and closure
Ensure accurate documentation, account setup, and compliance (BSA/KYC)
Maintain and service accounts, including updates, changes, and closures
Assist clients in choosing the right banking products and services
Cross-sell and refer services to meet customer needs
Handle client inquiries and provide top-tier customer service
Support branch operations including teller transactions and reporting
? WE ARE PRIORITIZING CANDIDATES WITH:

? Strong experience in NEW ACCOUNT OPENING (consumer required)
? Hands-on experience in ACCOUNT MAINTENANCE & CLOSURES ?
? Knowledge of account documentation, titling, and compliance
? Ability to manage high-volume account processing with accuracy

? Qualifications by Level
?? CSR II
1+ year banking teller experience
Experience opening consumer accounts
Exposure to account maintenance and closing processes
?? CSR III
2+ years banking teller experience
Experience opening consumer + basic business accounts
Strong background in opening, servicing, and closing accounts ?
Knowledge of banking regulations (BSA, compliance)
?? Senior CSR
3+ years banking teller experience
Advanced experience with consumer + complex business account opening ?
Proven expertise in end-to-end account lifecycle (open to close)
Strong knowledge of compliance, documentation, and regulations
Leadership or supervisory experience (preferred)
?? What Makes You a Great Fit
You’ve handled account opening and closing from start to finish
You understand banking compliance and documentation requirements
You’re detail-oriented and can manage multiple accounts accurately
You have strong communication and customer relationship skills
?? Why Join Us
Clear career progression across CSR levels
Work with both consumer and business clients
Gain exposure to complex account structures and banking services
Be part of a customer-focused and growth-driven team
?? Apply Now

If you have experience in new accounts, account opening, and account closing, we want to hear from 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, 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.
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.