Ambitious Client Services Banker: Open & Grow Accounts

AppleOne Employment Services; Pleasanton (CA); On-site; Full time

Job description

?? Client Service Representative (CSR II / CSR III / Senior CSR)

?? Full-Time | Multiple Levels Available | Growth Opportunity

Are you experienced in opening and closing bank accounts and delivering top-tier customer service? We’re hiring Client Service Representatives (CSR II, CSR III, and Senior CSR) to join our team!

If you have hands-on experience with new accounts, account maintenance, and banking operations, we want to hear from you.

?? Why This Role Stands Out
Clear career progression (CSR II ? CSR III ? Senior CSR)
Work with both consumer and business accounts
Strong focus on new account opening & account lifecycle management ?
Opportunity to grow in sales, compliance, and client relationship management
? Key Responsibilities (Focus on New Accounts)
Open and close consumer and business bank accounts (checking, savings, CDs, IRAs, Trust & Estate)
Manage the full account lifecycle: opening, maintenance, updates, and closures
Process and verify new account documentation with accuracy and compliance
Ensure proper account titling, KYC, and regulatory requirements (BSA)
Assist clients in selecting the right banking products and services
Cross-sell and refer bank products to meet client needs
Handle client inquiries, account changes, and issue resolution
Support branch operations including teller transactions and reporting
? Top Qualifications We’re Looking For
? Must-Have (ALL LEVELS)
Experience with opening and closing consumer bank accounts
Strong understanding of new account processes and documentation
Customer-focused with excellent communication skills
Ability to handle confidential financial information with accuracy
?? CSR II (Entry-Level)
? 1+ year banking teller experience
? Experience opening consumer accounts
? Basic exposure to account maintenance and closures
?? CSR III (Mid-Level)
? 2+ years banking teller experience
? Experience opening consumer AND basic business accounts
? Strong experience with account opening, servicing, and closing ?
? Knowledge of BSA and banking regulations
?? Senior CSR (Advanced Level)
? 3+ years banking teller experience
? Advanced experience opening consumer AND complex business accounts ?
? Proven ability to manage high-volume new accounts + complex account closures
? Strong knowledge of compliance, regulations, and account structuring
? Supervisory or leadership experience (preferred)
?? What Will Make You Stand Out
Experience handling end-to-end account opening and closing processes
Familiarity with business account documentation & compliance
Strong cross-selling and client relationship skills
High attention to detail in account setup, verification, and closure
?? Apply Today!

If you have experience in new accounts, account opening/closing, and banking operations, this is your chance to grow your career in a supportive and fast-paced environment.

?? Apply now and take the next step in your banking career!

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.