Client Services Rep I

Posting Date: 03/19/2021
Location: Los Altos, CA (on-site only)
Requisition #:  HBC 21-19
Department: Branch Operations

Please indicate the requisition number when applying for this role.

Job Summary:

The Client Services Representative is the employee in the branch who is primarily responsible for handling customers’ depository transactions (cash and non-cash teller transactions) and inquiries.

Pay Range:  Base Compensation is dependent upon role, experience, and skill set: Min- $17.20/hr Max- $26.64/hr (refer to city/county guidelines for specific minimum wage requirements)

Primary Responsibilities:

Provide exceptional customer service to all clients, prospective clients and Bank employees, in person, by electronic mail, and on the phone. Interact and establish rapport with all clients that conduct business in the branch. Display outstanding interpersonal skills and maintain a professional image at all times. Maintain a working knowledge of banking operations as it applies to the position. Follow proper procedures to mitigate risk to the bank. Follow bank policies and banking regulations. Conduct daily reviews of specified reports as required. Complete operations work accurately and efficiently. All other duties and responsibilities as assigned.

Teller Responsibilities:

Process with accuracy, all teller transactions as applicable in a timely manner. Manage assigned cash drawer within Bank policy and procedures.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.

Compliance Responsibilities:

The employee is responsible for ensuring compliance with all aspects of job-related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials.

Job related laws and regulations include but are not limited to the following:  Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure.


Benefits include competitive salary, bonus plan, medical, dental, group life & long-term care insurance, vision care reimbursement, 401(k), and tuition reimbursement program, and a health club allowance.

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