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Client Service Representative (CSR II, III, or Senior)

Job ID: 1777377
OA Reference: MB.bkr.1143.ds

  • $41,600 to $66,400
  • Millbrae, 94030

Client Service Representative (CSR II, III, or Senior)

Level based on experience

Ready to grow your banking career? We’re hiring an experienced Client Service Representative to open new consumer and business accounts, deepen client relationships, and drive branch success.

What You’ll Do:

Open and maintain consumer & business accounts (checking, savings, CDs, IRAs)

Cross-sell banking products and identify new business opportunities

Deliver exceptional, relationship-focused customer service

Ensure compliance with BSA and banking regulations

Support teller transactions and branch operations

What You Bring:

1–3+ years of banking teller/new accounts experience (level based on background)

Experience opening consumer accounts (business & complex accounts for higher levels)

Strong sales mindset and customer service skills

Solid knowledge of banking regulations

Proficiency in Microsoft Office and banking systems

Great benefits and perks! NO SATURDAYS!

If you’re polished, professional, and thrive in a relationship-driven banking environment — apply 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.

Additional Skills

Relationship-building, Compliance, Cross-Selling, Accuracy, Professionalism

AppleOne Representative Contact Info

Account Executive:
Diane
Branch Phone:
Location:
Petaluma, CA