Job Summary
We are seeking a Banker/Teller for a direct hire opportunity in Petaluma, CA. This role may be aligned as a Client Service Representative II, Client Service Representative III, or Senior Client Service Representative based on experience.
This is an excellent opportunity for a banking professional who enjoys building client relationships, opening new accounts, processing teller transactions, and recommending financial products that support customer needs. The role offers a supportive branch environment, strong teamwork, community involvement, and the opportunity to grow within a stable banking and consumer lending setting.
The ideal candidate is service-driven, detail-oriented, comfortable handling confidential financial information, and committed to delivering a positive client experience in every interaction.
Key Responsibilities
- Open, maintain, and close consumer accounts, business accounts, CDs, IRAs, and other account types based on experience level.
- Process teller transactions accurately while maintaining an excellent balancing record.
- Interview and profile clients to recommend appropriate banking products and services.
- Cross-sell bank products, generate referrals, and partner with internal teams to support branch goals.
- Ensure all documentation is complete, approved, uploaded, and compliant with bank procedures and applicable regulations.
- Provide professional, courteous service to clients in person and by phone while resolving questions or concerns with tact and diplomacy.
- Minimum of 1 year of banking teller experience for CSR II level.
- Minimum of 2 years of banking teller experience for CSR III level.
- Minimum of 3 years of banking teller experience for Senior CSR III level.
- Experience opening consumer accounts is required.
- Experience opening basic business accounts is required for CSR III and preferred for CSR II.
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 and business accounts based on assigned CSR level.
- Process teller transactions, account maintenance, client inquiries, and required documentation.
- Cross-sell banking products and refer clients to appropriate internal partners.
- Support compliance with banking regulations, including Bank Secrecy Act requirements.
- Advanced experience opening consumer accounts and complex business accounts is required for Senior CSR III level.
- Working knowledge of basic banking regulations such as BSA and Information Security.
- Proficiency with Microsoft Word, Excel, Outlook, and banking software programs.
- Strong customer relations skills with the ability to communicate professionally with clients and team members.
- Excellent judgment, attention to detail, and ability to handle confidential information responsibly.
- Positive, cooperative, and service-focused approach to client interactions.
Preferred Qualifications
- Prior supervisory experience is preferred for Senior CSR III level.
- Experience supporting Treasury Services such as RDC, armored service, or courier service is helpful for senior-level consideration.
- Experience processing banking reports such as currency transactions, returned items, overdrafts, or callbacks is preferred.
- Ability to support branch leadership with overrides, large transaction approvals, and escalated client situations is preferred for senior-level candidates.