Customer Service Representative III – Retail Banking


We are partnering with a growing California-based financial institution to hire an experienced Customer Service Representative III for their Santa Barbara branch. This opportunity is ideal for career bankers who bring strong client service skills, sales ability, and hands-on account opening experience.

We’re seeking candidates who are currently working in banking (or very recent), demonstrate solid tenure, and understand relationship-based retail banking.

Key Responsibilities:

Open new personal and basic business accounts
Support clients with deposit products and daily banking need
Cross-sell banking products and identify opportunities to deepen client relationships
Deliver high-level customer service while meeting sales and performance goals
Support branch operations and ensure compliance with banking regulations (including BSA)
Collaborate with branch leadership and internal partners

Ideal Background:

Recent banking experience (currently working preferred)
Minimum 2 years teller or platform experience
Experience opening consumer and basic business accounts
Strong sales and client relationship skills
Working knowledge of banking regulations and compliance standards
Stable work history with professional communication skills
Proficiency in Microsoft Office and banking systems

Schedule & Location:

Onsite in Santa Barbara, CA
Monday–Friday schedule (branch hours)
Alternating Saturdays may be required


Equal Opportunity Employer / Disabled / Protected Veterans

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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.

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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.