Job Summary
We are seeking a Banker/Teller for a direct hire opportunity in San Ramon, CA. Depending on experience, candidates may be considered for a Client Service Representative II, Client Service Representative III, or Senior Client Service Representative level role.
This is an excellent opportunity for a banking professional who enjoys building client relationships, opening new accounts, processing teller transactions, and helping customers select the right financial products and services. The role offers a stable branch banking environment with supportive leadership, strong teamwork, and the opportunity to continue developing your career in consumer and business banking.
The ideal candidate will bring a customer-first mindset, sound judgment, attention to detail, and a strong understanding of branch operations, account documentation, and banking compliance. This position is well suited for someone who enjoys a professional, community-focused banking culture where client service, relationship building, and operational accuracy are valued.
Key Responsibilities
- Open and maintain consumer and business accounts, including checking, savings, CDs, IRAs, and other account types based on experience level.
- Interview and profile customers to recommend appropriate banking products and services while identifying cross-sell and referral opportunities.
- Process teller transactions as needed while maintaining accuracy, confidentiality, compliance, and a strong balancing record.
- Respond to client inquiries in person and by phone, resolving account questions with professionalism, tact, and a positive service approach.
- Ensure required new account documentation is complete, accurate, approved, and uploaded into the core banking system.
- Support branch goals by generating new business, partnering with internal teams, and helping retain at-risk customers through excellent service.
Compensation and Benefits
- Direct hire opportunity.
- Compensation: $25.00 to $30.00 per hour.
- Location: San Ramon, CA.
- CRA volunteer hours: Minimum of 10 hours per year, typically scheduled during business hours. This is compensable time and mileage is reimbursed.
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
Primary duties and focus areas include:
- Open new consumer accounts, and business accounts depending on experience level.
- Process teller transactions and support daily branch banking operations.
- Cross-sell bank products and services based on customer needs.
- Maintain compliance with banking policies, procedures, documentation standards, and applicable regulations.
Required qualifications and skills:
- Minimum of 1 year of banking teller experience required for Client Service Representative II consideration.
- Minimum of 2 years of banking teller experience required for Client Service Representative III consideration.
- Minimum of 3 years of banking teller experience required for Senior Client Service Representative III consideration.
- Experience opening consumer accounts is required.
- Experience opening basic business accounts is required for CSR III and preferred for CSR II.
- Advanced experience opening consumer accounts and complex business accounts is required for Senior CSR III consideration.
- Strong customer relations skills with the ability to communicate effectively with clients, employees, and business partners.
- Working knowledge of branch banking operations, new account procedures, account titling, and required documentation.
- Knowledge of banking regulations such as Bank Secrecy Act and Information Security, based on role level.
- Ability to handle confidential information with excellent judgment, accuracy, and professionalism.
- Proficiency with Microsoft Word, Excel, Outlook, and banking software programs.
- Friendly, positive, and professional demeanor with the ability to resolve difficult situations with tact and diplomacy.
Preferred Qualifications
- Prior supervisory experience is preferred for Senior Client Service Representative III consideration.
- Experience supporting Treasury Services such as remote deposit capture, armored service, or courier service is preferred for senior-level candidates.
- Experience with Trust and Estate accounts is helpful for advanced-level roles.
- Strong business development, referral generation, and client retention skills are preferred.