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AppleOne
Banker
Career Insights for Personal Banker
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Scorecard
Based on California data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$77,985 / year median in California
-22% projected decline
Job Description
Job Summary We are seeking a customer-focused Banker for a direct hire opportunity in Roseville, CA. This role is ideal for an experienced banking professional with a strong background in teller operations, new account opening, customer service, and relationship building. The Banker will support consumer and business clients by opening accounts, recommending appropriate banking products, processing teller transactions, and delivering a high level of service in a professional branch environment. This is a great opportunity to join a stable banking team that values accuracy, customer relationships, compliance, teamwork, and community involvement. Candidates who enjoy building trust with clients, identifying financial needs, cross-selling banking solutions, and working collaboratively with branch leadership and internal partners will be well positioned for success. Key Responsibilities
- Open and support consumer and business checking, savings, CDs, IRAs, and related account products while ensuring proper documentation, account titling, and compliance requirements.
- Interview and profile customers to identify needs, recommend appropriate banking products and services, and refer clients to internal partners when needed.
- Process teller transactions as needed while maintaining an excellent balancing record and providing accurate, efficient service.
- Respond to client inquiries in person and by phone while resolving concerns with professionalism, tact, and a customer-first approach.
- Support branch goals by identifying sales opportunities, generating new business, retaining at-risk customers, and contributing to a positive client experience.
- Follow banking regulations and internal procedures, including Bank Secrecy Act requirements, information security standards, and new account documentation guidelines. Compensation and Benefits
- Direct hire opportunity.
- Pay range: $20.00 to $28.60 per hour.
Location:
Roseville, CA.- Minimum of 10 CRA volunteer hours per year, typically scheduled during business hours.
- CRA volunteer time is compensable, and mileage is reimbursed.