New Accounts Banker | CSR Specialist

AppleOne Employment Services; Hayward (CA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

CRA volunteer hours

Mileage reimbursement

In-office role

Job summary

AppleOne Employment Services is seeking a Banker, New Accounts/CSR for a direct hire in Hayward, CA. This in-office banking role focuses on opening consumer and business accounts, processing transactions, and building strong client relationships.

You will interview clients, assess financial needs, cross-sell products, and support branch operations while maintaining accuracy and compliance. Candidates may be considered at various CSR levels based on experience; the position offers growth within

Qualifications

• Open new consumer accounts and support transactions from start to finish.
• Support business account openings based on experience level.
• Process teller transactions, maintain account documentation, and ensure accurate uploads.
• Cross-sell banking products and services while supporting customer retention and branch goals.
• Banking teller experience required, with 1 to 3 or more years depending on role level.

Responsibilities

• Open and support consumer and business accounts, including checking, savings, CDs, IRAs, and applicable trust or estate accounts based on experience level.
• Interview and profile clients to understand their financial needs and recommend appropriate banking products and services.
• Cross-sell bank products, refer clients to internal partners, and support branch growth and profitability goals.
• Process teller transactions as needed while maintaining strong accuracy, documentation, and balancing standards.
• Ensure compliance with bank policies, account documentation requirements, BSA, information security, and applicable state and federal banking regulations.
• Provide professional, courteous service in person and by phone while resolving client questions, concerns, and account requests.

Skills

Teller experience

New accounts experience

Customer service

Interpersonal skills

Strong communication

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Banking systems

Job description

AppleOne Employment Services is seeking a Banker, New Accounts/CSR for a direct hire in Hayward, CA. This in-office banking role focuses on opening consumer and business accounts, processing transactions, and building strong client relationships.

You will interview clients, assess financial needs, cross-sell products, and support branch operations while maintaining accuracy and compliance. Candidates may be considered at various CSR levels based on experience; the position offers growth within