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Banker
Job
AppleOne
San Ramon, CA (In Person)
Full-Time
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Job Description
We are seeking an experienced Banker for a direct hire opportunity in San Ramon, CA. This role is ideal for a banking professional with hands-on account-opening experience who enjoys building client relationships, identifying financial needs, and recommending products that support customers' goals. As a Banker, you will work closely with consumer and business clients while supporting daily branch operations. This opportunity offers a professional, client-focused environment where strong service, teamwork, accuracy, and compliance are valued. The right candidate will thrive in a supportive branch setting with leadership that encourages relationship-building, career growth, and high-quality customer experiences.
Responsibilities
Open and manage consumer and business accounts, including checking, savings, CDs, IRAs, Trusts, and Estate accounts.
•Provide consultative financial solutions by actively listening to client needs and recommending appropriate banking products.
•Support teller transactions as needed while maintaining accuracy, professionalism, and compliance.
•Respond to client inquiries efficiently and deliver a high level of customer service.
•Identify opportunities to support branch growth through new business development and relationship-building.
•Maintain compliance with internal policies and banking regulations, including BSA requirements.
Required Qualifications and Skills
2+ years of banking teller experience.
Experience opening consumer accounts and basic business accounts.
Knowledge of BSA requirements, account titling, and standard banking procedures.
Proficiency with Microsoft Word, Excel, Outlook, and banking systems.
Strong customer service, communication, and relationship-building skills.
Sound judgment with the ability to handle confidential client information professionally.
Preferred Qualifications
Experience with CDs, IRAs, Trust accounts, and business account servicing.
Prior experience supporting branch sales goals, client referrals, or cross-selling banking products.
Familiarity with community banking or relationship-based branch environments.