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Client Service Representative II / III / Senior – New Acts

Job ID: 1749017
OA Reference: CSRmulti. ds. 143

  • $0 to $0
  • Los Altos, 94022

Client is hiring for Client Service Representatives (New Accounts) at various levels—II, III, and Senior—based on your experience.

What You’ll Do
As a New Accounts CSR, you will:

Open and maintain consumer and business deposit accounts (scope varies by level)

Interview customers to match them with the right banking products and services

Provide top-tier client support in-person and over the phone

Process teller transactions and assist with clerical duties

Cross-sell bank services and make referrals to business partners

Ensure compliance with bank policies and state/federal regulations

Participate in community volunteer efforts (CRA hours)

Your Level, Your Impact
?? CSR II

1+ year of teller experience

Experience opening consumer accounts

Familiarity with business accounts preferred

?? CSR III

2+ years of teller experience

Skilled in consumer and basic business account opening

?? Senior CSR III

3+ years of teller experience

Advanced experience with consumer and complex business accounts

Prior supervisory or team lead experience preferred

May act as backup supervisor and handle escalated client issues

What We’re Looking For
Strong communication and customer service skills

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

Sound judgment and attention to detail

Working knowledge of regulations like BSA and Information Security

Passion for helping clients and growing lasting relationships

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

Communication, Typing, Data Entry

AppleOne Representative Contact Info

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