Banking Client Service Rep – Accounts & Solutions

AppleOne Employment Services; Santa Barbara (CA); On-site; USD 28,000 - 44,000; Full time

Job summary

AppleOne Employment Services is seeking a Client Service Representative for a full-time, direct hire banking opportunity in Santa Barbara, CA. The role suits a client-focused banking professional with teller experience and account-opening knowledge, aiming to build long-term relationships with consumer and business clients.

The CSR will work in a professional branch environment emphasizing teamwork, confidentiality, and exceptional service, with exposure to teller operations and platform

Qualifications

• Open and maintain consumer and business banking accounts.
• Process teller transactions and client account service requests.
• Support cross-selling, referrals, and branch business development goals.
• Maintain compliance with banking procedures, documentation standards, and regulations.

Responsibilities

• Open and service consumer accounts, business accounts, and related banking products based on experience level.
• Process teller transactions, account maintenance requests, and day-to-day client service needs accurately and efficiently.
• Identify opportunities to cross-sell banking products and refer clients to appropriate banking partners.
• Build strong client relationships by delivering responsive, professional, and confidential service.
• Maintain accurate documentation while following banking policies, procedures, and regulatory requirements.
• Support branch goals, business development efforts, and a positive team-focused work environment.

Skills

People skills

Client service

Regulatory compliance

Banking knowledge

Tools

Microsoft Word

Excel

Outlook

Banking systems

Job description

AppleOne Employment Services is seeking a Client Service Representative for a full-time, direct hire banking opportunity in Santa Barbara, CA. The role suits a client-focused banking professional with teller experience and account-opening knowledge, aiming to build long-term relationships with consumer and business clients.

The CSR will work in a professional branch environment emphasizing teamwork, confidentiality, and exceptional service, with exposure to teller operations and platform