Relationship Banker Client Service
Job
AppleOne
Danville, CA (In Person)
Full-Time
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Job Description
This Relationship Banker -
Client Service Position Features:
- Competitive Hourly Pay
- Stable Weekday Schedule
- Career Growth Opportunity We are seeking an experienced Client Service Representative II or III to support consumer and business clients in a community banking environment.
- Open and support consumer and business deposit accounts, including checking, savings, CDs, IRAs, and Trust & Estate accounts
- Process new account transactions and ensure accurate documentation, proper account titling, and digital recordkeeping
- Actively cross-sell banking products and services to meet client needs and branch goals
- Perform teller transactions as needed and maintain a strong balancing record
- Ensure compliance with banking regulations including BSA/AML, KYC/CIP, and information security requirements
- Partner with branch leadership and internal teams to support branch growth, customer experience, and retention Qualifications
- Currently or very recently employed in U.S. retail or community banking
CSR II:
Minimum 1 year of banking experience with hands-on consumer account openingCSR III:
Minimum 2 years of banking experience with consumer and business account opening- Working knowledge of BSA/AML, KYC/CIP, and banking compliance
- Proven sales and cross-selling experience in a branch environment
- Proficiency with core banking systems and Microsoft Word, Excel, and Outlook
- Strong communication skills, attention to detail, and a client-focused mindset If you have recent banking experience and enjoy supporting new branch growth while building strong client relationships, apply today.
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.Similar remote jobs
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