Banker, Bank Customer Service

We are seeking an experienced Banker for a direct hire opportunity in San Jose, CA. This role is ideal for a banking professional with hands-on account-opening experience who enjoys building client relationships, identifying financial needs, and recommending products that support customers’ goals. As a Banker, you will work closely with consumer and business clients while supporting daily branch operations. This opportunity offers a professional, client‑focused environment where strong service, teamwork, accuracy, and compliance are valued.

The right candidate will thrive in a supportive branch setting with leadership that encourages relationship-building, career growth, and high‑quality customer experiences.

• Open and manage consumer and business accounts, including checking, savings, CDs, IRAs, Trusts, and Estate accounts.
• Provide consultative financial solutions by actively listening to client needs and recommending appropriate banking products.
• Support teller transactions as needed while maintaining accuracy, professionalism, and compliance.
• Respond to client inquiries efficiently and deliver a high level of customer service.
• Identify opportunities to support branch growth through new business development and relationship‑building.
• Maintain compliance with internal policies and banking regulations, including BSA requirements.

• 2+ years of banking teller experience.
• Experience opening consumer accounts and basic business accounts.
• Knowledge of BSA requirements, account titling, and standard banking procedures.
• Proficiency with Microsoft Word, Excel, Outlook, and banking systems.
• Strong customer service, communication, and relationship‑building skills.
• Sound judgment with the ability to handle confidential client information professionally.

• Experience with CDs, IRAs, Trust accounts, and business account servicing.
• Prior experience supporting branch sales goals, client referrals, or cross‑selling banking products.
• Familiarity with community banking or relationship‑based branch environments.

Equal Opportunity Employer / Disabled / Protected Veterans.