We are looking for a dependable and service-oriented Client Service Representative to support daily branch operations in California. This contract position is expected to run for 90 days and is ideal for someone who enjoys assisting customers, handling financial transactions accurately, and maintaining a detail-oriented branch experience. The role combines front-line client support with careful cash management, recordkeeping, and compliance with banking procedures.
Responsibilities:
- Process routine banking activity such as deposits, withdrawals, loan payments, and account-related requests with accuracy and efficiency.
- Respond to client questions and resolve account concerns in a courteous, solutions-focused manner that supports a positive branch experience.
- Explain available banking services, products, and promotional offerings to help customers identify appropriate solutions for their needs.
- Maintain precise transaction records, protect confidential financial information, and use banking systems to document activity and prepare required reports.
- Reconcile cash drawers at the end of each day, research any imbalances, and complete balancing tasks within established deadlines.
- Organize and secure cash and coin for vault storage while following branch cash-control procedures.
- Follow bank policies, security standards, and regulatory requirements when handling money, records, and sensitive customer data.
- Keep the teller area orderly and detail-oriented while contributing to a welcoming environment for customers and team members.
- Build strong relationships with branch clients through attentive service and consistent follow-through on routine banking needs.
- High school diploma or equivalent required; additional education in business, finance, or a related field is preferred.
- At least 2 years of recent experience in a bank teller or retail banking support role.
- Demonstrated ability to handle cash accurately in a customer-facing environment.
- Successful completion of required background and credit screening for employment in a banking setting.
- Strong communication, organization, and problem-solving skills with a detail-oriented customer service approach.
- Solid math skills and comfort using standard computer applications and banking-related software.
- Detail-oriented work style with a high level of accountability and respect for confidential information.
- Ability to identify opportunities to recommend relevant banking products and services appropriately.