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AppleOne

banker

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Job Description

Job Summary We are seeking a Banker, Client Service Representative, or New Accounts Representative for a direct hire opportunity in Hayward, CA. Depending on experience, this role may be aligned at the
CSR II, CSR
III, or Senior CSR III level. This is an excellent opportunity for a banking professional who enjoys building client relationships, opening new accounts, supporting teller transactions, and helping customers select the right financial products and services. The role is based in a professional branch environment with a strong focus on service quality, teamwork, compliance, and community involvement. The ideal candidate will bring banking teller experience, strong customer service skills, attention to detail, and the ability to handle confidential financial information with professionalism. This position offers the opportunity to grow within a stable banking environment while working closely with supportive branch leadership and collaborative team members. Key Responsibilities
  • Open and maintain consumer accounts, business accounts, checking, savings, CDs, IRAs, and other deposit products based on experience level.
  • Interview and profile customers to recommend appropriate banking products and services that support their financial needs.
  • Cross-sell bank products and services, identify referral opportunities, and contribute to branch growth and profitability goals.
  • Process teller transactions as needed while maintaining accurate balancing and documentation standards.
  • Respond to client inquiries in person and by phone with courteous, professional, and solution-focused service.
  • Ensure compliance with bank policies, procedures, Bank Secrecy Act requirements, information security standards, and applicable banking regulations. Compensation and Benefits
  • Job Type:
    Direct Hire.
  • Location:
    Hayward, CA.
  • Work Arrangement:
    In-office position.
  • Salary Range:
    $20.00 to $28.60 per year.
  • CRA Volunteer Hours:
    Minimum of 10 hours per year, typically scheduled during business hours. This is compensable time and mileage is reimbursed. Required Qualifications and Skills
  • Open and support new consumer accounts, business accounts, CDs, IRAs, and related banking products.
  • Process teller transactions, maintain accurate records, and ensure required documentation is approved and uploaded.
  • Support branch sales goals through customer profiling, cross-selling, referrals, and relationship building.
  • Maintain compliance with banking regulations, account titling procedures, BSA requirements, and information security standards.
  • Minimum of 1 year of banking teller experience required for CSR II level, with 2 to 3 or more years required for higher-level CSR III or Senior CSR III consideration.
  • Experience opening consumer accounts is required.
  • Experience opening basic or complex business accounts is required for CSR III or Senior CSR III consideration.
  • Strong customer relations skills with the ability to communicate clearly and professionally with clients and employees.
  • Working knowledge of basic banking regulations, including Bank Secrecy Act and information security standards.
  • Proficiency with Microsoft Word, Excel, Outlook, and banking systems or core banking programs.
  • Ability to multitask in a fast-paced branch environment while maintaining accuracy and professionalism.
  • Excellent judgment, confidentiality, accountability, and the ability to handle sensitive client information. Preferred Qualifications
  • Prior supervisory experience preferred for Senior CSR III level.
  • Experience supporting complex business accounts, trust and estate accounts, and advanced account documentation.
  • Familiarity with Treasury Services such as remote deposit capture, armored services, or courier service support.
  • Proven ability to generate new business, make client outreach calls, and identify cross-sell or referral opportunities.
  • Experience handling escalated client situations with tact, diplomacy, and sound judgment.
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.

Benefits

  • Sick Leave
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance