Banking Client Service Rep

AppleOne Employment Services; Los Angeles (CA); On-site; USD 28,000 - 39,000; Full time

Job summary

AppleOne Employment Services is seeking experienced Banking Client Service Representatives / New Accounts Specialists for a direct hire opportunity in Westwood, CA. The role supports clients in opening new accounts, processing teller transactions, and recommending banking products that meet customer needs.

This opportunity offers multiple role levels based on experience, with a customer-focused branch environment that values accuracy, professionalism, teamwork, and relationship building.

Qualifications

• CSR II requires 1+ year of banking teller experience and consumer account-opening experience.
• CSR III requires 2+ years of banking teller experience, including consumer & business account opening.
• Senior CSR III requires 3+ years of banking teller experience with advanced consumer & complex business account-opening expertise.

Responsibilities

• Open and maintain consumer and business banking accounts in accordance with bank procedures.
• Assist clients with teller transactions, account inquiries, and general financial service needs.
• Identify client needs and recommend appropriate banking products and services.
• Build strong client relationships while supporting branch sales & service goals.
• Process transactions accurately and maintain proper documentation.
• Follow banking policies, procedures, and regulatory compliance requirements.

Skills

Customer service

Communication

Relationship-building

Attention to detail

Sales orientation

Banking knowledge

Tools

Microsoft Office

Banking systems

Job description

Job Summary

We are seeking experienced Banking Client Service Representatives / New Accounts Specialists for a direct hire opportunity in Westwood, CA. This role is ideal for banking professionals who enjoy helping clients, opening new accounts, processing teller transactions, and recommending financial products that support customer needs.

This opportunity offers multiple role levels based on experience, making it a strong next step for candidates with a background in branch banking, teller operations, new accounts, and client service. You will be part of a customer-focused branch environment that values accuracy, professionalism, teamwork, and relationship building. Candidates can expect a supportive setting where strong communication, attention to detail, and a service-first approach are valued.

Key Responsibilities

• Open and maintain consumer and business banking accounts in accordance with bank procedures.
• Assist clients with teller transactions, account inquiries, and general financial service needs.
• Identify client needs and recommend appropriate banking products and services.
• Build strong client relationships while supporting branch sales and service goals.
• Process transactions accurately and maintain proper documentation.
• Follow banking policies, procedures, and regulatory compliance requirements.

Compensation and Benefits

• Pay: $20.00 to $28.60 per hour, depending on experience.
• Location: Westwood, CA.
• Job Type: Direct Hire.
• Schedule flexibility required, including availability to work occasional Saturdays as part of the regular work schedule.

Required Qualifications and Skills

• Open consumer and business banking accounts accurately and efficiently.
• Process teller transactions and support daily branch banking operations.
• Assist clients with account inquiries, product recommendations, and financial service needs.
• Maintain compliance with banking policies, procedures, and documentation standards.
• CSR II: 1+ year of banking teller experience and consumer account-opening experience.
• CSR III: 2+ years of banking teller experience, including consumer and business account opening.
• Senior CSR III: 3+ years of banking teller experience with advanced consumer and complex business account-opening expertise.
• Strong customer service, communication, and relationship-building skills.
• Sales-oriented mindset with the ability to identify client needs and recommend appropriate solutions.
• Knowledge of banking regulations, branch procedures, and account documentation requirements.
• Proficiency with Microsoft Office and banking systems.
• Excellent attention to detail, accuracy, organization, and multitasking ability.

Preferred Qualifications

• Not specified.

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.