Personal Banker

AppleOne Employment Services; Lafayette (CA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Major medical

Dental

Vision

401k

Job summary

AppleOne Employment Services is seeking a Personal Banker in the East Bay, California. This direct-hire position focuses on helping customers with everyday financial needs, opening and maintaining accounts, and recommending banking solutions that fit each client's goals.

The ideal candidate has 3–5 years of banking experience, strong customer service skills, and the ability to cross-sell. Weekend availability is required and benefits are included.

Qualifications

• 3 to 5 years of relevant banking, teller, personal banking, retail banking, or consumer banking experience.
• Strong customer service skills with the ability to communicate clearly and professionally.
• Ability to promote banking products and services based on customer needs.
• Strong attention to detail, accuracy, and confidentiality when handling customer information.

Responsibilities

• Open new personal banking accounts accurately and maintain existing customer accounts.
• Promote and cross-sell banking products and services based on customer needs.
• Deliver friendly, professional, and accurate customer service in a branch banking environment.
• Resolve customer questions, account concerns, and service issues in a timely manner.
• Perform outbound calling to support sales opportunities, customer retention, and product usage.
• Maintain confidentiality, compliance, and attention to detail in all customer interactions.

Skills

Customer service

Communication

Sales

Job description

Job Summary

We are seeking a customer-focused Personal Banker for a direct hire opportunity in the East Bay. This role is ideal for an experienced banking professional who enjoys helping customers with everyday financial needs, opening and maintaining accounts, and recommending banking solutions that support each client's goals.

Key Responsibilities

• Open new personal banking accounts accurately and maintain existing customer accounts.
• Promote and cross-sell banking products and services based on customer needs.
• Deliver friendly, professional, and accurate customer service in a branch banking environment.
• Resolve customer questions, account concerns, and service issues in a timely manner.
• Perform outbound calling to support sales opportunities, customer retention, and product usage.
• Maintain confidentiality, compliance, and attention to detail in all customer interactions.

Compensation and Benefits

• Compensation: $25.00 to $27.00 per hour.
• Job type: Direct hire.
• Schedule: Open availability, including weekends, is required.

Required Qualifications and Skills

• Open and maintain personal banking accounts in accordance with branch procedures.
• Support customer relationship-building through needs-based product and service recommendations.
• Provide accurate teller and personal banking support in a customer-facing branch setting.
• Assist with outbound calling, customer retention, and account service follow-up.
• 3 to 5 years of relevant banking, teller, personal banking, retail banking, or consumer banking experience.
• Strong customer service skills with the ability to communicate clearly and professionally.
• Ability to promote banking products and services based on customer needs.
• Strong attention to detail, accuracy, and confidentiality when handling customer information.
• Comfortable working in a branch environment with sales, service, and operational responsibilities.
• Reliable, team-oriented, and able to maintain professionalism in a fast-paced customer service setting.
• Open availability, including weekends, is required.

Preferred Qualifications

• Experience with new account opening, account maintenance, and branch banking operations.
• Prior experience in a customer-facing sales or relationship banking role.
• Familiarity with consumer banking products, deposit accounts, and cross-selling techniques.
• Strong ability to build long-term customer relationships and support a positive branch culture.

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.