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Client Services Rep
Job Location:
Job Location:
Santa Ana, CA - USA
Hourly Salary:
USD 24 - 28
Hourly Salary:
Posted:
29 September 2026 (Yesterday)
Posted:
Application Deadline:
27 December 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
We are a professional staffing firm working with organizations across the country to place exceptional candidates. Currently we have a Temporary CLIENT SERVICES REPRESENTATIVE opportunity with a community bank providing personalized banking and financial solutions.
The CLIENT SERVICES REPRESENTATIVE is responsible for the specific duties listed below.
Your specific duties will include:
Compensation may vary outside of this range depending on a number of factors including a candidates qualifications skills competencies and experience and location. Employees have access to healthcare benefits including medical dental and vision as well as a 401(k) plan.
Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire temp-to-hire or temporary position Workway can help you to put your best foot forward. Contact us today!
Workway Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender gender identity national origin disability protected veteran status or any other characteristic protected by applicable laws regulations and ordinances. For our complete EEO & Pay Transparency statement please visit . To receive state and federal compliance posters e-mail or call 972.514.1515.
We collect personal information as part of the application and hiring process. For details about the categories of information collected purposes of use and your rights under law please review our Candidate Privacy Act Disclosure Notice: Privacy Policy
#Bank #CommunityBank #BankBranch #BankOperations #FISsystem #CSS
The CLIENT SERVICES REPRESENTATIVE is responsible for the specific duties listed below.
Your specific duties will include:
- Assist new account customers by explaining various account options and programs and open new personal and business accounts.
- Identify prepare and review all appropriate new account documentation; ensure that all paperwork is complete accurate and accompanied by all required legal documents.
- Ensure that account maintenance activities requested by clients and management are completed accurately and in accordance with the Banks policies and procedures.
- Maintain current and up-to-date knowledge of the Banks deposit products and services.
- Perform teller duties including accepting deposits cashing checks receiving and disbursing cash completing CTR (Currency Transaction Report) requirements issuing cashiers checks and responding to customer inquiries.
- Maintain an excellent cash balancing record and ensure that the cash drawer is balanced accurately.
- Maintain the appropriate level of drawer cash within established limits.
- Assist with the handling preparation and processing of incoming and outgoing cash shipments.
- Process night-drop deposits courier bags and bank-by-mail deposits in accordance with established procedures.
- Operate and properly use a variety of branch alarm and security equipment.
- Minimum of 3 years of recent and relevant banking or financial institution operations experience including opening closing and performing maintenance on various types of personal and business deposit accounts and related products and services.
- Previous experience performing cash-handling and teller functions.
- Proven ability to provide prompt professional and high-quality customer service to all clients.
- General knowledge of current banking laws regulations policies and procedures as they relate to banking operations and new account functions within a bank or financial institution.
- Demonstrated record of regular and consistent attendance and punctuality.
- Strong interpersonal and communication skills; friendly helpful and professional demeanor; and the ability to remain flexible in a changing work environment.
- Strong organizational skills attention to detail and the ability to effectively manage multiple tasks and priorities.
- Computer literate with proficiency in Microsoft Word Excel Outlook and Internet applications. Experience with FIS is a plus.
- Preferred Experience: Front-facing client service experience in a bank branch environment is preferred.
Compensation may vary outside of this range depending on a number of factors including a candidates qualifications skills competencies and experience and location. Employees have access to healthcare benefits including medical dental and vision as well as a 401(k) plan.
Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire temp-to-hire or temporary position Workway can help you to put your best foot forward. Contact us today!
Workway Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender gender identity national origin disability protected veteran status or any other characteristic protected by applicable laws regulations and ordinances. For our complete EEO & Pay Transparency statement please visit . To receive state and federal compliance posters e-mail or call 972.514.1515.
We collect personal information as part of the application and hiring process. For details about the categories of information collected purposes of use and your rights under law please review our Candidate Privacy Act Disclosure Notice: Privacy Policy
#Bank #CommunityBank #BankBranch #BankOperations #FISsystem #CSS
