Client Services Representative I – Apply Now!

📍 Location: San Jose, CA, 95113
💰 Pay Range: $17.55 – $26.64 per hour
📌 Job Code: HBC 24-71
🏦 Company: Heritage Bank of Commerce

Join Our Team as a Client Services Representative I!

Are you a customer service enthusiast with an eye for detail and a passion for finance? Heritage Bank of Commerce is looking for a dedicated Client Services Representative I to provide top-tier customer support and handle financial transactions at our San Jose, CA branch. If you thrive in a fast-paced environment and enjoy helping clients, this is the perfect role for you!

Your Key Responsibilities:

✅ Deliver Outstanding Customer Service:

• Assist clients, prospective clients, and bank employees in person, via email, and over the phone.
• Build strong relationships with customers through professional and friendly interactions.

✅ Manage Banking Operations with Accuracy:

• Handle cash and non-cash transactions efficiently and securely.
• Maintain compliance with all banking policies and regulations to minimize risk.
• Review and process operational reports daily to ensure smooth transactions.

✅ Process Teller Transactions with Precision:

• Operate and balance an assigned cash drawer per bank policies.
• Conduct deposit and withdrawal transactions accurately.
• Ensure all transactions are completed promptly and error-free.

✅ Support Branch Operations:

• Assist with administrative tasks and special projects as assigned.
• Maintain detailed knowledge of banking processes and regulations.
• Stay informed about compliance requirements and attend training sessions as needed.

Qualifications & Skills:

🎓 Education & Experience:

• High school diploma or GED required.
• Minimum of six months of relevant experience (cash handling or customer service preferred).

💻 Skills & Competencies:

• Strong verbal and written communication skills.
• Proficiency in Microsoft Word and Excel is a plus!
• Ability to engage with customers and maintain a professional demeanor.
• Detail-oriented with excellent organizational skills.
• Self-motivated with a positive attitude.

Compliance Responsibilities:

📜 Stay Up to Date on Regulations:
As a Client Services Representative I, you will be responsible for ensuring compliance with industry regulations, including:

• Bank Secrecy Act (BSA)
• Office of Foreign Asset Control (OFAC)
• Vendor Management Policies
• Information & Data Security Regulations
• SEC Rules on Corporate Governance & Disclosure

📚 Ongoing Training:

• Attend compliance training sessions and staff meetings.
• Stay informed on updates to financial laws and bank policies.

Why Join Heritage Bank of Commerce?

🌍 Equal Opportunity Employer:
We value diversity and foster an inclusive environment. We do not discriminate based on race, color, religion, gender, national origin, age, disability, veteran status, or any other protected status.

💡 Growth & Development:

• Opportunities for career advancement within a growing company.
• Hands-on training to help you build a successful banking career.

💼 Competitive Benefits:

• Medical, Dental & Vision Insurance (75% company-paid)
• 401(k) Plan with 4% company match
• Paid Time Off & Holidays
• Commuter Benefits & More!

📍 Work Location: Heritage Bank of Commerce – San Jose, CA, 95113

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🚀 Ready to take the next step? Apply now and become a part of our dynamic team!