Job Summary - Process branch transactions, account documentation, and client service requests. - Experience opening consumer accounts is required. - Experience opening basic business accounts is required for higher-level roles. - Advanced experience opening complex business accounts is required for senior-level consideration. - Working knowledge of basic banking regulations, including BSA and information security. - Strong customer relations skills with the ability to communicate clearly and professionally with clients and employees. - Proficiency with Microsoft Word, Excel, Outlook, and banking software or core banking systems. - Excellent judgment, attention to detail, confidentiality, and the ability to accept responsibility. - Ability to maintain a friendly, positive, and professional attitude when resolving client concerns. - Commitment to accurate documentation, compliance, and high-quality service delivery. - Experience with Trust and Estate Accounts is preferred. - Experience supporting Treasury Services such as remote deposit capture, armored service, or courier service is preferred. - Experience generating new business, making business development calls, or partnering with internal banking teams is preferred.
We are seeking a Banker for a direct hire opportunity in San Ramon, CA. This role is ideal for a customer-focused banking professional with experience in teller operations, new account opening, client service, and product cross-selling.
The Banker will support consumer and business clients by opening and maintaining accounts, recommending appropriate banking solutions, processing transactions, and ensuring compliance with banking regulations. This opportunity offers a professional branch environment where teamwork, client relationships, compliance, career growth, and community involvement are valued. Candidates can expect supportive leadership, collaboration across business lines, and the chance to build a strong long-term career in branch banking.
Key Responsibilities
- Open, maintain, and close consumer and business accounts, including checking, savings, CDs, IRAs, and other account types based on experience level.
- Interview and profile clients to identify needs, recommend appropriate banking products, and cross-sell services that support branch goals.
- Process teller transactions as needed while maintaining accuracy, confidentiality, and a strong balancing record.
- Ensure account documentation is complete, approved, uploaded, and compliant with bank policies, procedures, and applicable regulations.
- Respond to client inquiries in person and by phone while delivering professional, courteous, and solutions-focused service.
- Partner with internal teams and business lines to support client retention, new business generation, and a positive customer experience.
Required Qualifications and Skills
- Open and support new consumer accounts and business accounts.
- Recommend banking products and services based on client needs.
- Maintain compliance with Bank Secrecy Act, information security, and applicable banking procedures.
- 3 to 5 years of relevant banking, teller, new accounts, or customer service experience preferred based on role level.
Preferred Qualifications
- Prior supervisory experience is preferred for senior-level consideration.
Compensation and Benefits
- Direct hire opportunity.
- Pay range: $20.00 to $31.90 per hour.
Equal Opportunity Employer / Disabled / Protected Veterans
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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.
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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.
Required Qualifications and Skills
- Open and support new consumer accounts and business accounts.
- Recommend banking products and services based on client needs.
- Process branch transactions, account documentation, and client service requests.
- Maintain compliance with Bank Secrecy Act, information security, and applicable banking procedures.
- 3 to 5 years of relevant banking, teller, new accounts, or customer service experience preferred based on role level.
- Experience opening consumer accounts is required.
- Experience opening basic business accounts is required for higher-level roles.
- Advanced experience opening complex business accounts is required for senior-level consideration.
- Working knowledge of basic banking regulations, including BSA and information security.
- Strong customer relations skills with the ability to communicate clearly and professionally with clients and employees.
- Proficiency with Microsoft Word, Excel, Outlook, and banking software or core banking systems.
- Excellent judgment, attention to detail, confidentiality, and the ability to accept responsibility.
- Ability to maintain a friendly, positive, and professional attitude when resolving client concerns.
- Commitment to accurate documentation, compliance, and high-quality service delivery.
Preferred Qualifications
- Prior supervisory experience is preferred for senior-level consideration.
- Experience with Trust and Estate Accounts is preferred.
- Experience supporting Treasury Services such as remote deposit capture, armored service, or courier service is preferred.
- Experience generating new business, making business development calls, or partnering with internal banking teams is preferred.