banker-Hayward

AppleOne Employment Services; Hayward (CA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

CRA volunteer hours

Mileage reimbursement

In-office role

Job summary

AppleOne Employment Services is seeking a Banker, New Accounts/CSR for a direct hire in Hayward, CA. This in-office banking role focuses on opening consumer and business accounts, processing transactions, and building strong client relationships.

You will interview clients, assess financial needs, cross-sell products, and support branch operations while maintaining accuracy and compliance. Candidates may be considered at various CSR levels based on experience; the position offers growth within

Qualifications

• Open new consumer accounts and support transactions from start to finish.
• Support business account openings based on experience level.
• Process teller transactions, maintain account documentation, and ensure accurate uploads.
• Cross-sell banking products and services while supporting customer retention and branch goals.
• Banking teller experience required, with 1 to 3 or more years depending on role level.

Responsibilities

• Open and support consumer and business accounts, including checking, savings, CDs, IRAs, and applicable trust or estate accounts based on experience level.
• Interview and profile clients to understand their financial needs and recommend appropriate banking products and services.
• Cross-sell bank products, refer clients to internal partners, and support branch growth and profitability goals.
• Process teller transactions as needed while maintaining strong accuracy, documentation, and balancing standards.
• Ensure compliance with bank policies, account documentation requirements, BSA, information security, and applicable state and federal banking regulations.
• Provide professional, courteous service in person and by phone while resolving client questions, concerns, and account requests.

Skills

Teller experience

New accounts experience

Customer service

Interpersonal skills

Strong communication

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Banking systems

Job description

Job Summary

We are seeking a Banker, New Accounts/CSR for a direct hire opportunity in Hayward, CA. This in-office banking role is ideal for a customer-focused banking professional with teller experience, new account opening knowledge, and the ability to build strong client relationships.

This position supports branch operations by opening consumer and business accounts, processing transactions, identifying client needs, and recommending appropriate banking products and services. The role offers a stable branch environment, supportive leadership, positive teamwork, and the opportunity to grow within new accounts, customer service, and branch banking operations. Candidates may be considered at the New Accounts/CSR II, New Accounts/CSR III, or Senior New Accounts/CSR III level based on experience.

Key Responsibilities

• Open and support consumer and business accounts, including checking, savings, CDs, IRAs, and applicable trust or estate accounts based on experience level.
• Interview and profile clients to understand their financial needs and recommend appropriate banking products and services.
• Cross-sell bank products, refer clients to internal partners, and support branch growth and profitability goals.
• Process teller transactions as needed while maintaining strong accuracy, documentation, and balancing standards.
• Ensure compliance with bank policies, account documentation requirements, BSA, information security, and applicable state and federal banking regulations.
• Provide professional, courteous service in person and by phone while resolving client questions, concerns, and account requests.

Compensation and Benefits

• Direct hire opportunity.
• Compensation range: $20.00 to $31.90 per year.
• Location: Hayward, CA.
• Work arrangement: In-office.
• Minimum of 10 CRA volunteer hours per year. Volunteer hours are typically scheduled during business hours, are compensable time, and mileage is reimbursed.

Required Qualifications and Skills

• Open new consumer accounts and support new account transactions from start to finish.
• Support business account openings based on experience level, including basic and complex business accounts.
• Process teller transactions, maintain account documentation, and ensure accurate system uploads.
• Cross-sell banking products and services while supporting customer retention and branch goals.
• Banking teller experience required, with 1 to 3 or more years depending on role level.
• Experience opening consumer accounts required.
• Experience opening basic business accounts required for CSR III and advanced complex business account experience required for Senior CSR III.
• Knowledge of banking regulations, including Bank Secrecy Act requirements and information security standards.
• Proficiency with Microsoft Word, Excel, Outlook, and banking systems or core banking programs.
• Strong customer relations skills with the ability to communicate clearly and professionally with clients and employees.
• Ability to handle confidential information with sound judgment, accuracy, and professionalism.
• Strong multitasking skills and the ability to work effectively in a fast-paced branch environment.
• Positive, service-focused approach with the ability to identify client needs and retain at-risk customers.

Preferred Qualifications

• Prior supervisory experience preferred for Senior New Accounts/CSR III candidates.
• Experience supporting treasury service needs such as RDC, check scanner, armored service, or courier service preferred for senior-level candidates.
• Experience handling escalated client situations, large transaction approvals, supervisor overrides, or branch backup responsibilities preferred.
• Beginner experience opening basic business accounts preferred for New Accounts/CSR II candidates.

Equal Opportunity Employer / Disabled / Protected Veterans

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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.

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.