Banker-Los Altos

AppleOne Employment Services; Los Altos (CA); On-site; USD 28,000 - 44,000; Full time

Job summary

AppleOne Employment Services seeks a Banker in Los Altos, CA for a direct hire in a professional banking and consumer lending environment. Ideal for a customer-focused banking pro with teller experience, new account opening knowledge, and a strong commitment to delivering outstanding client service.

You will open, maintain, and close consumer accounts, interview clients, process transactions, and cross-sell products while maintaining accuracy, compliance, and excellent client relations.

Qualifications

• Minimum of 1 year of banking teller experience.
• Experience opening consumer accounts.
• Knowledge of Bank Secrecy Act and information security practices.

Responsibilities

• Open, maintain, and close consumer accounts, CDs, IRAs, and other accounts based on experience.
• Interview clients to understand financial needs and recommend products and services.
• Process teller transactions and new account documentation with accuracy and compliance.
• Cross-sell banking products and refer clients to internal partners or staff for additional services.
• Maintain up-to-date knowledge of account documentation, titling, procedures and regulations.
• Provide courteous, professional service in person and by phone while resolving inquiries.

Skills

Customer relations

Attention to detail

Communication

Professionalism

Tools

Microsoft Word

Excel

Outlook

Core banking systems

Job description

Job Summary

We are seeking a Banker in Los Altos, CA for a direct hire opportunity in a professional banking and consumer lending environment. This role is ideal for a customer-focused banking professional with teller experience, new account opening knowledge, and a strong commitment to delivering outstanding client service.

Key Responsibilities

• Open, maintain, and close consumer accounts, basic business accounts, CDs, IRAs, and other account types based on experience level.
• Interview and profile clients to understand financial needs and recommend appropriate banking products and services.
• Process new account transactions and teller transactions while maintaining accuracy, compliance, and an excellent balancing record.
• Cross-sell banking products and refer clients to internal partners or appropriate staff for additional services.
• Maintain current knowledge of account documentation, proper account titling, banking procedures, and applicable regulations.
• Provide courteous, professional service in person and by phone while resolving client inquiries and supporting client retention.

Compensation and Benefits

• Pay range: $20.00 to $31.90 per hour.
• Job type: Direct hire.
• Location: Los Altos, CA.

Required Qualifications and Skills

• Open and support new consumer accounts and, depending on experience level, basic or complex business accounts.
• Process teller transactions, new account documentation, account maintenance, and account closures.
• Recommend banking products and services through client profiling, cross-selling, and referral activity.
• Support branch goals by delivering excellent service, maintaining compliance, and building strong client relationships.
• Minimum of 1 year of banking teller experience required, with 2 or more years preferred for higher-level consideration.
• Experience opening consumer accounts is required.
• Experience with basic business account opening may be required depending on level.
• Strong customer relations skills with the ability to communicate professionally with clients and employees.
• Working knowledge of basic banking regulations, including Bank Secrecy Act and information security practices.
• Ability to handle confidential information with sound judgment and professionalism.
• Proficiency with Microsoft Word, Excel, Outlook, and banking systems or core banking programs.
• Strong attention to detail, accuracy, organization, and follow-through.
• Positive, cooperative attitude with the ability to provide excellent service in a fast-paced branch environment.

Preferred Qualifications

• Experience opening basic business accounts.
• Experience with complex business accounts, Trust and Estate accounts, or Treasury Services support.
• Prior supervisory or backup supervisory experience in a branch banking environment.
• Experience generating referrals, supporting business development efforts, or contributing to branch growth goals.

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.