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Client Service Representative - Gilroy
Loan Administration Network, Inc (LANI)
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Gilroy, California, United States
Location
Gilroy, California
Posted
May 04, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
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.
...