Client Services Representative (Banking)

Deliver exceptional service while supporting clients’ financial needs.
We are seeking a customer-focused Client Services Representative to serve as a trusted point of contact for bank clients. This role plays a key part in ensuring a positive customer experience by handling account-related inquiries, resolving issues, and supporting daily branch or operational activities.

Key Responsibilities

Serve as the primary point of contact for client inquiries via phone, email, and in person

Assist clients with account transactions, balances, and general banking questions

Open, maintain, and update customer accounts in accordance with bank policies and regulatory requirements

Process deposits, withdrawals, transfers, and payments accurately and efficiently

Resolve customer concerns professionally and escalate complex issues as needed

Educate clients on bank products and services, including online and mobile banking tools

Ensure compliance with banking regulations, security policies, and internal procedures

Maintain accurate documentation and client records

Support branch operations and assist team members as needed

Qualifications

2+ years of customer service or client-facing experience (banking or financial services preferred)

Strong communication and interpersonal skills

Attention to detail and high level of accuracy

Ability to handle confidential financial information with discretion

Proficiency in banking systems and Microsoft Office applications

High school diploma required; associate’s or bachelor’s degree preferred

Why Join Our Team

Stable, reputable banking environment

Opportunity for professional growth and development

Collaborative and customer-focused culture

Competitive compensation and benefits package

?? Apply today to join a team dedicated to delivering trusted financial service.Apply for this great position as a client services today!

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.