Job Summary
We are seeking a Banker for a direct hire opportunity in San Ramon, CA. This role is ideal for a relationship-driven banking professional who enjoys developing new business, building community connections, and helping customers choose financial products that support their goals.
The Banker will focus on customer acquisition, sales growth, client consultations, and personalized banking solutions. This opportunity offers a collaborative branch environment, supportive leadership, strong internal partnerships, and the ability to grow within a customer-focused banking career path. The right candidate will bring strong communication skills, a proactive sales mindset, and a commitment to delivering an exceptional client experience.
Key Responsibilities
- Develop new customer relationships through networking, referrals, community outreach, and proactive prospecting.
- Conduct customer consultations to understand financial needs and recommend appropriate banking products and services.
- Promote and cross-sell deposit accounts, lending products, credit solutions, and other financial services.
- Meet or exceed individual sales goals, business development targets, and customer satisfaction objectives.
- Partner with branch teams and internal departments to deliver a seamless and positive customer experience.
- Track leads, manage follow-up activity, maintain accurate records, and participate in community events to build brand awareness.
Compensation and Benefits
- Compensation: $24.00 to $29.00 per hour.
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.
Required Qualifications and Skills
- Develop and execute strategies to attract new banking customers and grow market share.
- Build relationships with prospects and existing clients to identify financial needs and provide tailored solutions.
- Drive sales activity through referrals, outreach, networking, and community relationship building.
- Maintain customer follow-up, lead tracking, and accurate documentation within banking systems.
- 1 to 2 years of relevant experience preferred in banking, financial services, sales, business development, or customer-facing relationship roles.
- Strong ability to generate new business, develop client relationships, and meet sales goals.
- Excellent communication, negotiation, customer service, and relationship-building skills.
- Ability to identify customer needs and recommend appropriate financial products and services.
- Self-motivated, goal-oriented, organized, and able to work independently with strong follow-through.
- Proficiency with CRM systems, banking platforms, and Microsoft Office applications.
- Knowledge of banking products, lending practices, and regulatory compliance is helpful.
Preferred Qualifications
- Retail banking, branch sales, relationship banking, account management, or outside sales experience.
- Experience developing referral networks and cultivating business partnerships.
- Demonstrated success meeting sales goals in a customer-focused environment.
- Familiarity with personal banking products, deposit accounts, credit products, and lending solutions.