Community Banker: Open Accounts & Build Relationships

AppleOne Employment Services; Alameda (CA); Vor Ort; USD 28.000 - 44.000; Vollzeit

Zusammenfassung

AppleOne Employment Services in Alameda, CA seeks a customer-focused Banker-Alameda for a direct hire. You will open/maintain consumer and business accounts, interview clients, and recommend banking products to meet client needs.

You will also cross-sell solutions, handle teller duties, and ensure compliance with bank policies and regulations while delivering excellent service in a collaborative, growth-oriented branch environment.

Qualifikationen

• 1+ years of banking teller experience required for CSR II level.
• 2+ years of banking teller experience required for CSR III level.
• 3+ years of teller experience required for Senior New Accounts/CSR III level.
• Experience opening consumer accounts is required.
• Experience opening basic business accounts is required for CSR III and preferred for CSR II.
• Advanced experience opening consumer and complex business accounts is required for Senior New Accounts/CSR III level.
• Knowledge of basic banking regulations, including BSA and Information Security, is required based on role level.
• Proficiency with Microsoft Word, Excel, Outlook, and banking systems is required.
• Strong customer relations skills with the ability to communicate clearly and work cooperatively with clients and team members.

Aufgaben

• Open, maintain, and close consumer accounts and business accounts, including checking, savings, CDs, IRAs, and other deposit products.
• Interview and profile clients to understand their financial needs and recommend appropriate banking products and services.
• Cross-sell bank solutions, identify referral opportunities, and support branch growth and profitability goals.
• Process teller transactions as needed while maintaining accurate balancing and strong cash-handling standards.
• Respond to client inquiries in person and by phone with professional, courteous, and solution-focused service.
• Follow all bank policies, procedures, documentation requirements, and applicable banking regulations, including Bank Secrecy Act requirements.

Kenntnisse

Customer service

Microsoft Word

Excel

Outlook

Banking systems

Tools

Banking systems

Jobbeschreibung

AppleOne Employment Services in Alameda, CA seeks a customer-focused Banker-Alameda for a direct hire. You will open/maintain consumer and business accounts, interview clients, and recommend banking products to meet client needs.

You will also cross-sell solutions, handle teller duties, and ensure compliance with bank policies and regulations while delivering excellent service in a collaborative, growth-oriented branch environment.