Banker walnut Creek

AppleOne Employment Services

Walnut Creek (CA)

On-site

USD 28,000 - 44,000

Full time

2 days ago
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Benefits offered by this job

Restaurant d'entreprise
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Job summary

AppleOne Employment Services seeks a Banker in Walnut Creek, CA to deliver client-focused banking service. You will open and manage consumer and business accounts, profile clients, and recommend products while maintaining strict regulatory compliance.

The role emphasizes accurate processing, cross-selling opportunities, and building long-term customer relationships in a supportive branch environment.

Qualifications

  • Teller experience and knowledge of consumer banking products are required.
  • Experience profiling clients to identify financial needs and matching products.
  • Comfort with handling confidential financial information and building customer trust.

Responsibilities

  • Open, maintain, and close consumer and business accounts based on experience.
  • Interview clients to identify financial needs and recommend banking products.
  • Cross-sell bank services and generate new business opportunities with internal partners.
  • Process teller transactions with accuracy and maintain records.
  • Ensure compliance with bank policies, BSA requirements and regulations.
  • Provide courteous, professional service to clients in person and by phone.

Skills

Teller experience
New accounts
Client relationships
Sales-minded
Confidential information
Detail-oriented
Customer service

Job description

Job Summary

We are seeking a Banker in Walnut Creek, CA for a direct hire opportunity in the banking and consumer lending industry. This role is ideal for a client-focused banking professional with teller experience, new account knowledge, and a strong commitment to providing exceptional service.

The Banker will support consumer and business clients by opening accounts, recommending appropriate banking products, processing transactions, and maintaining compliance with banking regulations. This is a great opportunity to join a professional branch environment that values teamwork, supportive leadership, customer relationships, community involvement, and long-term career growth.

The ideal candidate is detail-oriented, trustworthy, sales-minded, and comfortable working with confidential financial information while creating a positive client experience.

Key Responsibilities
  • Open, maintain, and close consumer accounts, business accounts, CDs, IRAs, and related banking products based on experience level.
  • Interview and profile clients to identify financial needs and recommend appropriate banking products and services.
  • Cross-sell bank services, generate new business opportunities, and refer clients to internal partners as needed.
  • Process teller transactions, maintain accurate records, and support strong balancing and documentation standards.
  • Ensure compliance with bank policies, procedures, BSA requirements, information security standards, and applicable banking regulations.
  • Provide courteous, professional service to clients in person and by phone while helping retain at-risk customers.
Compensation And Benefits
  • Job Type: Direct Hire.
  • Location: Walnut Creek, CA.
  • Salary Range: $20 to $31.90 per year.
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, the Company 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.

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