Job Summary
We are seeking a Banker in San Mateo, CA for a direct hire opportunity within a professional, customer-focused banking environment. This role is ideal for a banking professional with teller, new accounts, and client service experience who enjoys building relationships, recommending financial solutions, and supporting daily branch operations.
The Banker will assist clients with new consumer and business accounts, teller transactions, account maintenance, product recommendations, and service inquiries. This opportunity offers a supportive branch setting, strong teamwork, customer-first leadership, and the chance to continue building a long-term career in banking. The role also includes meaningful community involvement through CRA volunteer participation.
Key Responsibilities
- Open, maintain, and close consumer accounts, business accounts, CDs, IRAs, and other deposit products based on experience level.
- Interview and profile clients to understand their financial needs and recommend appropriate banking products and services.
- Cross-sell bank products, identify referral opportunities, and support branch growth and profitability goals.
- Process teller transactions as needed while maintaining accurate balancing and documentation standards.
- Respond to client inquiries in person and by phone with professionalism, urgency, and excellent customer service.
- Ensure compliance with bank policies, procedures, documentation requirements, BSA guidelines, and applicable banking regulations.
Compensation and Benefits
- Pay range: $20.00 to $31.90 per hour.
- Direct hire opportunity.
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 and support new consumer accounts and basic or complex business accounts.
- Process teller transactions, account maintenance, documentation uploads, and client service requests.
- Cross-sell banking products and refer clients to internal partners when appropriate.
- Support compliance with bank procedures, BSA requirements, information security standards, and documentation rules.
- Minimum of 1 year of banking teller experience required.
- Experience opening consumer accounts required.
- Experience with basic business accounts required for higher-level placement.
- Strong customer relations skills with the ability to communicate clearly and professionally with clients and employees.
- Working knowledge of banking products, account titling, required documentation, and branch procedures.
- Ability to handle confidential information with sound judgment and accountability.
- Proficiency with Microsoft Word, Excel, Outlook, and banking software or core banking systems.
- Positive, cooperative, service-oriented attitude with the ability to resolve client concerns tactfully.
Preferred Qualifications
- 2 or more years of banking teller experience for advanced New Accounts/CSR III consideration.
- 3 or more years of banking experience for senior-level consideration.
- Experience opening complex business accounts, Trust and Estate Accounts, CDs, and IRAs.
- Prior supervisory experience for senior-level placement.
- Familiarity with Treasury Services such as remote deposit capture, armored service, or courier service.
- Strong knowledge of BSA, information security, and new account regulatory requirements.