Client-Focused Banking Specialist

AppleOne Employment Services; Santa Barbara (CA); On-site; USD 48,000 - 64,000; Full time

Job summary

AppleOne Employment Services in Santa Barbara, CA is seeking an experienced Banker/Teller for a full-time direct hire opportunity. The role aligns at the Client Service Representative II, III, or Senior level based on experience.

This position focuses on stability, growth potential, and team-oriented service for consumer and business banking clients, with opportunities to open accounts and cross-sell products.

Qualifications

• Experience opening consumer accounts.

Responsibilities

• Open, maintain, and close consumer and business accounts, including checking, savings, CDs, IRAs, Trust and Estate accounts, and other assigned types.
• Interview and profile clients to recommend appropriate banking products and services.
• Process teller transactions accurately while maintaining strong balancing performance and compliance with branch procedures.
• Cross‑sell banking products and services, identify referral opportunities, and support branch growth, profitability, and client retention goals.
• Respond to client inquiries in person and by phone while delivering courteous, professional, and solutions‑focused service.
• Maintain compliance with bank policies, account documentation requirements, Bank Secrecy Act guidelines, information security standards, and applicable banking regulations.

Job description

AppleOne Employment Services in Santa Barbara, CA is seeking an experienced Banker/Teller for a full-time direct hire opportunity. The role aligns at the Client Service Representative II, III, or Senior level based on experience.

This position focuses on stability, growth potential, and team-oriented service for consumer and business banking clients, with opportunities to open accounts and cross-sell products.