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Client Services Specialist
Client Services SpecialistWorkway • Santa Fe Springs, CA
Client Services Specialist

Client Services Specialist

Workway • Santa Fe Springs, CA
2 days ago
Job type
  • Permanent
  • Temporary
Job description

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Client Services Specialist opportunity with a bank that is seeking bright and engaging banking professionals to join their award-winning team. The bank is dedicated to creating a workplace where employees feel connected, supported, and empowered.

This is a temp-to-hire position, but direct hire is possible for a strong candidate.

Client Services Specialist responsible for the specific duties listed below.

Your specific duties will include :

  • Manage the New Accounts Department, ensuring all new accounts are opened and maintained accurately and efficiently.
  • Perform a variety of branch and customer service duties including processing deposits, withdrawals, loan payments, cashing checks, balancing daily transactions, handling vault responsibilities, assisting with incoming / outgoing wires, and answering customer inquiries.
  • Exercise limited supervision, signing authority, and approval authority as designated by bank policy.
  • Build and maintain strong customer relationships, promoting bank products and services and referring customers to the appropriate team members.
  • Ensure full compliance with bank policies, procedures, and all applicable state and federal banking regulations.

Required qualifications for the position include :

  • High school diploma or GED, plus 2–3 years of experience in a financial institution, cash handling, or customer service role.
  • Working knowledge of branch operations, banking terminology, and financial products and services.
  • Familiarity with banking compliance regulations and operational policies.
  • Proficiency in computer systems and software applications, including word processing and spreadsheets.
  • Preferred qualifications for the position include :

  • Bilingual in English and Spanish.
  • Prior experience in community banking or a similar customer-focused financial environment.
  • Pay Rate Range : $22 – $28 per hour (equivalent to $45,760 – $58,240 annually)

    Compensation may vary outside of this range depending on a number of factors, including a candidate’s 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 http : / / www.workway.com / EEO . To receive state and federal compliance posters, e-mail  hr@workway.com or call 972.514.1515.

    #Banking #Tellerr #NewAccounts #Client Services

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    Client Service Specialist • Santa Fe Springs, CA

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