Find & Apply For Financial Services Sales Agent Jobs in Santa Rosa, California

We're looking for an experienced Banker to join a relationship-focused branch where exceptional customer service and community banking come first. This is an excellent opportunity for a banking professional with teller and new account experience who enjoys building lasting client relationships and contributing to branch success.

What You'll Do:

• Open and service consumer and business accounts
• Assist customers with account maintenance and banking solutions
• Process teller transactions accurately and efficiently
• Cross-sell banking products and services based on customer needs
• Build strong client relationships through exceptional service
• Ensure compliance with banking regulations, including BSA requirements
• Support daily branch operations and team goals

What We're Looking For:

• 2+ years of teller experience in a retail banking environment
• Experience opening consumer and business accounts
• Knowledge of banking regulations, account documentation, and BSA compliance
• Strong customer service, communication, and sales skills
• Proficiency with Microsoft Office and banking systems
• Ability to handle confidential information with professionalism

Preferred:

• Experience with CDs, IRAs, Trust Accounts, and business banking
• Community banking or relationship-based banking experience
• Success meeting referral or branch sales goals
• Experience with CDs, IRAs, Trust Accounts, and business banking
• Community banking or relationship-based banking experience
• Success meeting referral or branch sales goals Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: https://www.

eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

https:

//e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.