Helping our clients
frame their success since 1994.
As we continue to grow, we’re looking for new people to join our team—talented, business-oriented people who share our commitment to exemplary client service. Consider the employment opportunities below, and be sure to check our site regularly for new opportunities.
All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity,national origin, protected veteran status, or on the basis of disability.
Job Title: Client Services Representative
Posting Date: 03/31/15
Location: Los Altos, CA
Department: Los Altos Operations
Our banks thrive on developing strong customer relationships. We are seeking individuals with excellent customer service skills to assist clients with deposits, transfers, check cashing and financial transactions. The successful candidate must be able to interact with clients in a courteous and professional manner; perform arithmetic calculations quickly and accurately; operate banking equipment; use personal computers and related software; and maintain financial records. High School diploma with at least six months of prior banking experience preferred.
You are to assist clients with various financial transactions as well as account opening and maintenance; complete necessary computer input; have the ability to identify products or services and properly refer the clients; and be responsible for ensuring the proper documents and bank forms are accurately received.
We are currently seeking a professional individual to provide exceptional service as a Customer Service Representative in our Los Altos branch. This is an excellent opportunity for someone who enjoys working with people and helping others with their banking needs.
Benefits include competitive salary, bonus plan, medical, dental, group life insurance, 401(k), Employee Stock Ownership Plan (ESOP), parking subsidy, tuition reimbursement program, and health club allowance. EOE.