This Client Service Representative Position Features:
• Competitive Hourly Pay With Consistent Full-time
• Professional Onsite Banking Environment
• Stable Role With Hands-on Client Service

Seeking an experienced banking professional to support new accounts and client service in a busy community branch. Level (CSR II, CSR III, or Senior) will be determined based on experience. This role focuses on account opening, relationship banking, and sales in a compliance-driven environment.

Responsibilities
Open and maintain consumer and business accounts (checking, savings, CDs, IRAs; trust/estate at senior level)
Process new account transactions and ensure accurate documentation
Cross-sell banking products and services based on client needs
Support BSA and information security compliance
Perform teller transactions and resolve client inquiries
Senior level: approve transactions, provide overrides, and handle escalations


Qualifications
Currently or previous role in banking
CSR II: 1+ year banking experience (consumer accounts)
CSR III: 2+ years banking experience (consumer + basic business)
Senior: 3+ years banking experience (complex business/fiduciary)
Strong sales, customer service, and compliance knowledge
Proficient in MS Word, Excel, Outlook, and banking systems


Call to Action
If you’re a motivated banking professional looking to grow in a community branch setting, apply today to be considered.

If you are a motivated banking professional looking to grow your career in a community-focused branch environment, apply today to be considered for this onsite opportunity in Walnut Creek.

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.