Personal Banker

AppleOne Employment Services; Santa Barbara (CA); On-site; USD 71,635,000 - 77,366,000; Full time

Job summary

AppleOne Employment Services seeks a customer-focused Personal Banker / Bank Teller in Santa Barbara, CA. This role blends relationship-building with everyday banking tasks, supporting customers and recommending solutions aligned with their goals.

Open to candidates with teller or consumer banking experience who want to grow in customer service, sales, account management, and banking operations within a supportive branch team.

Qualifications

• 3 to 5 years of teller, personal banking, retail banking, or consumer banking experience.
• Strong customer service skills with the ability to build trust and long-term customer relationships.
• Ability to cross-sell and explain banking products and services clearly.
• Professional communication skills and a team-oriented approach.

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 professional, friendly, and accurate customer service in a branch banking environment.
• Resolve customer questions, account concerns, and service issues promptly.
• Perform outbound calling to support sales opportunities, customer retention, and product usage.
• Maintain confidentiality, compliance, and attention to detail in all customer interactions.

Skills

Teller experience

Personal banking

Customer service

Cross-selling

Attention to detail

Job description

Job Summary

We are seeking a customer-focused Personal Banker / Bank Teller for a direct hire opportunity in Santa Barbara, CA. This role is a strong fit for an experienced banking professional who enjoys building relationships, supporting customers with everyday financial needs, and recommending banking solutions that align with each client’s goals.

This opportunity offers a stable, service-driven banking environment with supportive leadership, a positive team culture, and a strong focus on accuracy, professionalism, and customer care. The Personal Banker / Bank Teller will work closely with customers and team members in a collaborative branch setting where consistent performance, trust, and service excellence are valued.

This is a great opportunity for someone with teller, personal banking, retail banking, or consumer banking experience who wants to continue growing their customer service, sales, account management, and banking operations skills.

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 professional, friendly, 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 to $27 per hour.
• Job Type: Direct hire.
• Schedule: Open availability, including weekends, is required.

Required Qualifications and Skills

• Open and maintain consumer banking accounts while ensuring accuracy and compliance.
• Support customer relationship growth through needs-based product and service recommendations.
• Handle customer inquiries, account issues, and service requests with professionalism.
• Conduct outbound customer calls to generate sales opportunities and strengthen retention.
• 3 to 5 years of teller, personal banking, retail banking, or consumer banking experience.
• Strong customer service skills with the ability to build trust and long-term customer relationships.
• Ability to cross-sell and explain banking products and services in a clear, helpful manner.
• Strong attention to detail, accuracy, confidentiality, and follow-through.
• Professional communication skills and a team-oriented approach.
• Ability to work with open availability, including weekends.

Preferred Qualifications

• Experience opening new accounts in a branch banking environment.
• Prior experience with outbound calling, customer retention, or banking sales goals.
• Knowledge of consumer banking products, account maintenance, and branch procedures.

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.