Location
Gilroy, California
Job Type
Full-time
Posted
May 04, 2026
Job Description
POSITION: Client Service Representative
DEPARTMENT: Client Service
REPORTS TO: Client Service Manager
SUMMARY
"
Performs a variety of banking transactions in compliance with legal requirements and Bank policies and procedures.
"
Provides accurate, friendly client service in a timely manner
"
Maintains currency and coin under prescribed limits.
"
Adheres to Bank security policies and maintains confidentiality of records and client information.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
"
Explains products and services to clients and potential clients, referring such clients to appropriate personnel if needed.
"
Opens new accounts for clients ensuring all Customer Identification Procedures requirements are met while obtaining proper documentation.
...
DEPARTMENT: Client Service
REPORTS TO: Client Service Manager
SUMMARY
"
Performs a variety of banking transactions in compliance with legal requirements and Bank policies and procedures.
"
Provides accurate, friendly client service in a timely manner
"
Maintains currency and coin under prescribed limits.
"
Adheres to Bank security policies and maintains confidentiality of records and client information.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
"
Explains products and services to clients and potential clients, referring such clients to appropriate personnel if needed.
"
Opens new accounts for clients ensuring all Customer Identification Procedures requirements are met while obtaining proper documentation.
...
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Submit your application for Client Service Representative - Gilroy at Loan Administration Network, Inc (LANI)
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