We have an immediate need for a Private Banker.

Job Description:
• Provide exceptional customer service to all clients, prospective clients and Bank employees, in person, by email, and the phone:
o Interact and establish rapport with all clients that conduct business in the branch
o Display outstanding interpersonal skills and maintain a professional image at all times
• Maintain a working knowledge of banking operations as it applies to the position:
o Follow proper procedures to mitigate risk to the bank
o Follow bank policies and banking regulations
o Conduct daily review of specified reports as required
o Complete operations work accurately and efficiently
• Provide utility coverage in specified region(s):
o Perform and complete in a timely manner any projects assigned by the Regional Operations Manager
o Support branches within specified region(s) with all aspects of daily operations and back-up supervisory duties as needed
• Conduct new account openings accurately and efficiently:
o Possess a high level of knowledge and understanding of all Bank products and service fees in order to meet client needs and/or refer them to the appropriate department
o Build and maintain partnership with relationship management team and internal departments
o Possess a high level understanding of account ownerships and the supporting documentation required by regulatory and bank procedures
o Accurately input account information in the applicable computer programs as part of the new account process
• Conduct teller transactions accurately and efficiently:
o Manage assigned cash drawer within Bank policy and procedures
o Assist supervisor with training new team members if needed
• Performs all other duties and special projects as assigned


AppleOne is proud to be an Equal Opportunity Employer. We believe in people, and we are committed to working with people of all backgrounds and connecting them with clients and companies who share our goals of diversity and inclusiveness. All qualified applicants will receive consideration for employment without regard to race, religion, ancestry, color, national origin, age, gender identity or expression, genetic information, marital status, medical condition, disability, protected veteran status, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable federal, state, or local laws..

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, the Company 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