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Client Services

Job ID: 1752429
OA Reference: CS-LW

  • $47,800 to $47,800
  • San Jose, 95117

This Client Services Position Features:
We’re looking for a friendly, dependable, and customer-focused Client Service Representative to be the face of our bank. In this role, you'll assist clients with their day-to-day banking needs, answer questions, and help deliver an outstanding customer experience. If you enjoy helping people, have strong attention to detail, and thrive in a professional setting, we’d love to meet you!

Key Responsibilities
Greet clients in person or by phone in a professional, courteous manner

Assist with account inquiries, deposits, withdrawals, transfers, and other routine banking transactions

Educate clients on bank products and services, and refer them to specialists as needed

Open and maintain checking, savings, and other accounts

Resolve customer issues efficiently and follow up as needed

Maintain accurate records of all client interactions and transactions

Follow all security procedures and regulatory requirements

Support branch operations, including balancing drawers, cash handling, and compliance tasks

Participate in team meetings and training to stay current on products, policies, and procedures

Qualifications
High school diploma or equivalent required; associate degree preferred

1+ year of experience in customer service, retail banking, or a related field

Strong communication and interpersonal skills

Professional appearance and demeanor

Basic knowledge of financial products and services

Proficient with computers and banking software; able to learn new systems quickly

Strong attention to detail and ability to multitask

Bilingual skills (Spanish, Mandarin, etc.) a plus




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.

Additional Skills

(none specified)

AppleOne Representative Contact Info

Account Executive:
Lynette
Branch Phone:
Location:
Pleasanton, CA