Client Service Representative

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

Job Summary

We are seeking a Client Service Representative for a full-time, direct hire banking opportunity in Santa Barbara, CA. This role is ideal for a client-focused banking professional with teller experience, account-opening knowledge, and a strong interest in building long-term relationships with consumer and business banking clients.

The Client Service Representative will work in a professional branch environment that values teamwork, accuracy, confidentiality, and exceptional service. This is a great opportunity to join a supportive banking team with strong leadership, a positive workplace culture, and room to continue growing within retail banking. The role offers exposure to both teller operations and platform banking responsibilities, making it a strong fit for candidates who enjoy client interaction, problem solving, and helping customers find the right financial solutions.

Key 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.

Compensation and Benefits

• Pay: $20.00 to $31.90 per hour, depending on experience.
• Employment Type: Direct hire.
• Schedule: Full-time.
• Location: Santa Barbara, CA.

Required Qualifications and Skills

• 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.

CSR II: 1 or more years of banking or teller experience with experience opening consumer accounts.

CSR III: 2 or more years of banking or teller experience with experience opening consumer accounts and basic business accounts.

Senior CSR III: 3 or more years of banking or teller experience with advanced consumer account and complex business account-opening experience.

• Strong customer service, communication, and relationship-building skills.
• Excellent judgment and ability to handle confidential client and financial information.
• Proficiency with Microsoft Word, Excel, Outlook, and banking systems.
• Knowledge of banking regulations and procedures, including BSA, as required by level.

Preferred Qualifications

• Prior experience in a community banking, retail banking, or consumer lending environment.
• Experience supporting both teller operations and platform banking responsibilities.
• Familiarity with business banking account documentation and regulatory requirements.
• Demonstrated ability to meet branch service, referral, and client relationship goals.

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.