Customer Engagement - Banking

AppleOne Employment Services; Seattle (WA); On-site; USD 55,000 - 78,000; Full time

Job summary

AppleOne Employment Services seeks a Customer Engagement - Banking professional for a direct hire Relationship Banker in Seattle, WA. You will build trusted client relationships, provide consultative financial guidance, and support both consumer and business banking clients in a professional branch environment.

This role offers a collaborative team, strong growth path in retail banking, and a union-represented position through CWA.

Qualifications

• High school diploma or equivalent required.
• Approximately 3 years of relevant experience in retail banking or customer service.
• Strong relationship-building and consultative communication skills.
• Ability to identify sales opportunities and develop business through outreach.
• Proficiency with Microsoft Office and general computer systems.
• Ability to follow banking policies and regulations.

Responsibilities

• Build relationships with consumer and business clients through consultative conversations.
• Identify client needs and recommend banking products and referrals.
• Develop new business via outreach to local clients and partners.
• Provide welcoming client experiences and resolve questions and service needs.
• Support branch operations including teller transactions and cash handling.
• Adhere to BSA/AML, privacy, and anti-discrimination standards.

Skills

Relationship-building

Consultative selling

Customer service

Sales opportunity identification

Communication

Teller support and cash handling

Regulatory compliance (BSA/AML)

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Job Summary

We are seeking a Customer Engagement - Banking professional for a direct hire Relationship Banker opportunity in Seattle, WA. This role is ideal for someone who enjoys building trusted client relationships, providing consultative financial guidance, and supporting both consumer and business banking clients in a professional branch environment.

As a Relationship Banker, you will play an important role in creating a positive client experience while identifying banking solutions that align with each client’s goals. This opportunity offers a collaborative team environment, supportive branch leadership, community-focused client interaction, and a strong path for continued growth within retail banking and financial services.

This is a union-represented position through the Communications Workers of America, CWA.

Key Responsibilities

• Build relationships with new and existing consumer and business banking clients through consultative conversations and proactive follow-up.
• Identify client needs and recommend appropriate banking products, services, referrals, and financial solutions.
• Develop new business through outreach to prospective clients, local businesses, community partners, and referral sources.
• Deliver a welcoming and professional client experience while helping resolve questions, concerns, and service needs.
• Support branch operations, including teller transactions, cash handling, documentation, safe deposit access, and compliance procedures.
• Follow all bank policies and applicable regulatory requirements, including BSA/AML, Fair Lending, privacy, and anti-discrimination standards.

Compensation and Benefits

• Salary range: $55,000 to $78,000 per year.
• Job type: Direct hire.
• Location: Seattle, WA.
• Union-represented position through the Communications Workers of America, CWA.

Required Qualifications and Skills

• Develop and grow client relationships within consumer and business banking.
• Provide needs-based banking recommendations and referral support.
• Support branch service, teller activity, cash handling, and operational procedures.
• Maintain accurate documentation and follow banking compliance requirements.
• High school diploma or equivalent combination of education and experience.
• Approximately 3 years of relevant experience in retail banking, financial services, customer service, sales, cash handling, or a similar client-facing environment.
• Strong relationship-building, customer service, and consultative communication skills.
• Ability to initiate conversations, identify sales opportunities, and develop business through client outreach.
• Strong verbal, written, and interpersonal communication skills.
• Organized, detail-oriented, and able to manage multiple priorities accurately.
• Comfortable working independently while contributing to a collaborative branch team.
• Proficiency with Microsoft Office and general computer systems.
• Ability to follow bank policies and applicable state and federal banking regulations.
• A valid driver's license and appropriately insured vehicle may be required if driving is necessary for assigned responsibilities.

Preferred Qualifications

• Previous retail banking or financial services experience.
• Experience in a relationship-based sales or financial sales role.
• Knowledge of consumer and business banking products and services.
• Experience with branch operations, teller support, and banking procedures.
• Familiarity with banking regulations and compliance requirements.
• Proven success with cross-selling, referrals, business development, client retention, or community outreach.
• Strong problem-solving, negotiation, and client relationship management skills.
• Experience reviewing financial or credit information.

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, AppleOne 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.