Job Description

Overview:
The Client Services Banker is responsible for delivering exceptional service to clients, prospects, and internal team members across all communication channels—including in person, phone, and email. This role combines customer service, banking operations, and new account management to support the branch’s overall success.

Key Responsibilities:

Client Engagement & Service Excellence

Provide outstanding customer service in every client interaction.

Build rapport with walk-in clients and foster lasting relationships.

Maintain a polished, professional appearance and demeanor.

Banking Operations

Demonstrate a strong understanding of daily banking procedures.

Ensure compliance with bank policies and regulatory requirements.

Review and complete operational reports and tasks accurately.

Mitigate risk by adhering to established operational protocols.

New Account Management

Serve as the primary contact for opening new accounts.

Maintain expert knowledge of all bank products, services, and fees.

Guide clients to appropriate services or departments when needed.

Accurately input account data and ensure proper documentation based on account ownership and compliance requirements.

Collaborate with relationship managers and internal departments to enhance the client experience.

Teller Functions

Perform all teller transactions efficiently and with attention to detail.

Maintain and balance assigned cash drawer in accordance with policy.

Support new team member training when necessary.

Other Duties

Participate in special projects and perform additional duties as assigned by management.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:

The pay transparency policy is available here:

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.

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.

Additional Skills

(none specified)

Job Tags

Temporary work,

Similar Jobs