Immediate need for a client services representative for our client located in N. Palm Beach.

As a client service representative, you will be responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Interacts with clients in person, via telephone and email, responding to inquiries and providing information as requested.

Responsible for executing and/or submitting various administrative and operational activities related to clients, banking products and services. Primary activities may include establishing and/or submitting requests for new accounts, closing accounts, account maintenance, money movements, as well as addressing client inquiries.

Qualifications:
- Knowledge of federal regulation, banking guidelines, banking operations, products and services, acquired through related work experience is preferred. -- Strong client service skills, problem solving, and organizational skills are required to identify, research and/or resolve requests.
- Ability to think critically and to work well independently and as part of a team. Strong verbal and written communication skills.

Tasks & Responsibilities:
Major Duties :1. Executes and/or submits client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues.
2. Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet.
3. Develops a strong understanding of required steps involved with each request, communicating with relationship management and banking teams as appropriate to obtain necessary information to properly execute the requested activity.
4. Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with bank guidelines and procedures, promptly escalating any issues and/or concerns to management.

5. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.
6. Keeps informed of new or existing Bank products, services and compliance requirements to respond to client questions and to assist in selling services which results in expanding the overall client relationship.
7. Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager.

Work Model: Onsite every day M-F
Hours: 8:15am - 5:00pm

Apply for this great position as a client services representative 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.