Client Service Representative

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.

• 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.

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

• 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.

• 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.

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-_Know Your Rights
6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%.pdf

For temporary assignments lasting 13 weeks or longer, Apple One 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…