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Customer Experience Associate

Job ID: 1764792
OA Reference: mamBCSRSF

  • $58,000 to $68,000
  • San Francisco, 94117


Amazing Opportunity-Direct Hire-Customer Experience Associate


Our community believes in building strong relationships with our customers and communities. We’re committed to providing exceptional service and innovative financial solutions. Join a team where your contributions are valued and your growth is supported.

Position Details:
We are seeking a customer-focused and detail-oriented Customer Experience Associate to join our branch team. This role is responsible for opening new accounts, servicing existing accounts, and providing a wide range of banking services to customers with professionalism and accuracy.

**Key Responsibilities**
-Open and maintain personal and business accounts, including checking, savings, CDs, IRAs, and safe deposit boxes.
- Provide exceptional customer service in person, over the phone, and via digital channels.
- Assist customers with account inquiries, problem resolution, and banking transactions.
- Promote bank products and services that meet customer needs.
- Ensure compliance with bank policies, procedures, and regulatory requirements.
- Support branch operations including cash handling, balancing, and reporting.
- Collaborate with team members to meet branch goals and service standards.

*Qualifications**
- High school diploma or equivalent; college coursework in business or finance preferred.
- Minimum 2 years of banking or financial services experience, preferably in new accounts or customer service.
- Strong knowledge of banking products, services, and regulations.
- Excellent communication, interpersonal, and problem-solving skills.
- Proficiency in banking software and Microsoft Office Suite.
- Ability to work independently and as part of a team in a fast-paced environment.

**What We Offer**
- Competitive salary and benefits package
- Opportunities for professional development and career advancement
- Inclusive and supportive work culture
- Paid time off, health insurance, retirement plans, and more

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**Ready to make a difference?**
Apply today and become part of a team that values integrity, service, and community.

Parking Available-Direct Hire-Amazing Benefits-Ask for MaryAnn



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.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Additional Skills

2 years of banking and/or financial services experience.

AppleOne Representative Contact Info

Account Executive:
Maryann
Branch Phone:
Location:
Santa Clara, CA