Banking Specialist: Build Relationships & New Accounts

AppleOne Employment Services; San Jose (CA); On-site; USD 57,308,000 - 91,407,000; Full time

Benefits offered by this job

Major medical

Dental

Vision

401k

Job summary

AppleOne Employment Services in San Jose, CA is seeking an experienced Banker / New Accounts CSR for direct hire. The role focuses on opening and maintaining consumer and business accounts, teller transactions, and providing product recommendations while delivering excellent customer service.

You will interview clients, cross-sell products, ensure compliance with Bank Secrecy Act, and participate in community CRA efforts.

Qualifications

• Banking experience with teller duties and new account openings.
• Customer-first approach to financial services.
• Ability to support both consumer and business clients.

Responsibilities

• Open, maintain, and close consumer and business accounts.
• Interview and profile clients to understand financial needs.
• Cross-sell bank products and refer clients to internal partners when additional services are needed.
• Process teller transactions with accurate balancing and strong operational controls.
• Ensure proper documentation, system uploads, and compliance with banking regulations.
• Deliver professional, courteous service in person and by phone while resolving client issues.

Job description

AppleOne Employment Services in San Jose, CA is seeking an experienced Banker / New Accounts CSR for direct hire. The role focuses on opening and maintaining consumer and business accounts, teller transactions, and providing product recommendations while delivering excellent customer service.

You will interview clients, cross-sell products, ensure compliance with Bank Secrecy Act, and participate in community CRA efforts.