Relationship Banker — Accounts & Service Pro

ActOne Group; Santa Rosa (CA); On-site; USD 52,000 - 72,000; Full time

Job summary

ActOne Group in Santa Rosa, CA is seeking an experienced banking professional to join our team. You will open consumer and business accounts, assist clients with banking products and services, and support branch operations.

In this role you will ensure compliance with banking regulations and BSA requirements, cross-sell opportunities, and deliver exceptional customer service to our clients.

Qualifications

• 2+ years of banking/teller experience.
• Experience opening consumer and business accounts.
• Knowledge of BSA and banking regulations.
• Proficiency with Microsoft Office and banking systems.

Responsibilities

• Open consumer and business accounts.
• Assist clients with banking products and services.
• Cross-sell and identify new business opportunities.
• Provide exceptional customer service.
• Process teller transactions and support branch operations.
• Ensure compliance with banking regulations and BSA requirements.

Skills

Customer service

Communication

Regulatory knowledge

Tools

Microsoft Office

Banking systems

Job description

ActOne Group in Santa Rosa, CA is seeking an experienced banking professional to join our team. You will open consumer and business accounts, assist clients with banking products and services, and support branch operations.

In this role you will ensure compliance with banking regulations and BSA requirements, cross-sell opportunities, and deliver exceptional customer service to our clients.