A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
Job Summary A well-established community bank in Pasadena, CA is seeking a Client Service Representative to join its branch team on a direct hire basis. This is an excellent opportunity for a banking professional who enjoys building customer relationships, supporting daily branch operations, and helping clients select the right financial products and services. The Client Service Representative will support both teller transactions and new account services while delivering a high level of care to new and existing banking clients. Opportunities are available at the
CSR I, CSR II, CSR
III, and Senior CSR levels, with placement based on banking experience, new account knowledge, and overall skill level. This role offers a stable, customer-focused environment with supportive branch leadership, a strong team culture, and room for continued professional growth within community banking. Key Responsibilities Provide exceptional service to new and existing banking clients in a branch environment. Process teller transactions accurately, efficiently, and in compliance with bank procedures. Open and maintain consumer accounts, business accounts, CDs, IRAs, checking accounts, and savings accounts based on experience level. Identify client needs and recommend appropriate banking products and services. Resolve account inquiries, support daily branch operations, and maintain accurate customer records. Follow all banking regulations, internal policies, procedures, and compliance requirements.
Compensation and Benefits Salary range:
$41,600 to $65,000 per year. Direct hire opportunity. Compensation and position level will be determined by banking background, new account expertise, and overall experience. 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, the Company 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. #1012
