Job Summary
We are seeking experienced Banker Positions, including Client Service Representative and New Accounts banking professionals, for a opportunity in Los Altos, CA. This customer-facing branch banking role is ideal for candidates who enjoy building client relationships, opening consumer and business accounts, processing transactions, and delivering a high level of service in a professional financial services environment.
This opportunity offers a stable banking setting with a strong focus on teamwork, customer care, accuracy, compliance, and community involvement. Candidates who thrive in a supportive branch environment, enjoy helping clients select the right financial products, and want to continue growing their banking career will find this role rewarding.
Key Responsibilities
- Open and maintain consumer and business checking accounts, savings accounts, CDs, IRAs, and related banking products.
- Process new account transactions, teller transactions, account maintenance requests, and customer inquiries with accuracy and professionalism.
- Recommend and cross-sell banking products and services based on customer needs while supporting branch growth goals.
- Ensure account documentation is complete, accurate, and properly uploaded into the core banking system.
- Maintain compliance with Bank Secrecy Act requirements, information security standards, and applicable banking regulations.
- Partner with branch team members to provide excellent customer service and resolve account issues in person and by phone.
Compensation and Benefits
- Pay range: $20.00 to $23.00 per hour.
- Location: Los Altos, CA.
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
- Open new consumer accounts and assist with basic business account services.
- Process teller transactions, customer banking requests, and account maintenance accurately and efficiently.
- Support branch growth through relationship building, product recommendations, and dependable daily performance.
- Maintain cash handling, balancing, documentation, security, and compliance standards.
- 3 to 5 years of relevant banking, teller, customer service, cash handling, or financial services experience.
- Experience opening consumer accounts is required.
- Experience processing teller transactions and maintaining balancing accuracy is required.
- Strong knowledge of customer service standards in a professional branch banking environment.
- Ability to follow banking procedures, security guidelines, confidentiality standards, and regulatory requirements.
- Working knowledge of Bank Secrecy Act requirements and information security practices.
- Proficiency with Microsoft Word, Excel, Outlook, and banking software.
- Strong attention to detail when handling transactions, account documentation, and customer information.
- Professional communication skills with the ability to assist customers clearly, courteously, and confidently.
- Reliable, organized, and able to work effectively as part of a branch team.
Preferred Qualifications
- Prior experience as a bank teller, personal banker, new accounts representative, or client service representative.
- Experience opening basic business accounts, trust and estate accounts, or more complex business accounts.
- Familiarity with core banking systems, account-opening procedures, transaction processing, and cash drawer balancing.
- Experience supporting Treasury Services such as Remote Deposit Capture, armored services, or courier services.
- Previous supervisory, backup supervisor, or branch operations support experience.
- Bilingual communication skills may be helpful in serving a diverse customer base.