Banking Specialist: New Accounts & HOA Support

AppleOne Employment Services; San Jose (CA); On-site; USD 30,000 - 32,000; Full time

Job summary

AppleOne Employment Services in San Jose, CA is seeking a Customer Service Banking professional for a contract/temporary opportunity focusing on HOA deposit accounts, onboarding new accounts, and client service.

You will work in a professional financial services environment emphasizing accuracy, collaboration, and strong client relationships, handling account documentation, CIP, ChexSystems, and OFAC processes.

Qualifications

• Open and maintain HOA and specialty banking deposit accounts.
• Assist with onboarding of new accounts and documentation review.
• Provide customer service and relationship support to banking clients.
• Utilize banking systems and compliance tools for account setup and maintenance.

Responsibilities

• Open new accounts and maintain existing accounts per policies and documentation standards.
• Consult with customers to identify banking products that fit their needs.
• Review HOA-related agreements to support account administration and compliance.
• Ensure CIP, ChexSystems, and OFAC procedures are completed accurately.
• Support sales, service, and relationship management to retain and grow clients.
• Participate in team meetings and training to enhance banking knowledge.

Skills

Customer service

Banking knowledge

Attention to detail

Microsoft Office

Communication

Education

High school diploma, GED, or equivalent

Tools

Microsoft Office

Job description

AppleOne Employment Services in San Jose, CA is seeking a Customer Service Banking professional for a contract/temporary opportunity focusing on HOA deposit accounts, onboarding new accounts, and client service.

You will work in a professional financial services environment emphasizing accuracy, collaboration, and strong client relationships, handling account documentation, CIP, ChexSystems, and OFAC processes.