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Banker, Bank Customer Service

Job in Petaluma, Sonoma County, California, 94954, USA
Listing for: AppleOne Employment Services
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking Operations, Retail Banking, Banking & Finance
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below

We are seeking a customer-focused Banker for a direct hire opportunity in La Jolla, CA. This role is ideal for a banking professional who enjoys building strong client relationships, opening new accounts, delivering exceptional service, and supporting daily branch operations.

Responsibilities
  • Open, maintain, and service consumer and business accounts, including checking, savings, CDs, IRAs, and Trust accounts.
  • Assist clients with account questions, product recommendations, and service requests in person and by phone.
  • Cross-sell banking products and services based on client needs while supporting branch referral goals.
  • Process teller transactions as needed and maintain accurate balancing in accordance with branch procedures.
  • Ensure compliance with BSA requirements, account titling standards, and applicable banking regulations.
  • Build trusted client relationships through professional communication, sound judgment, and reliable follow-through.
Required Qualifications and Skills
  • Open and maintain consumer and basic business banking accounts.
  • Provide client service, product guidance, and referral support in a branch banking environment.
  • Process teller transactions accurately and support daily branch operations.
  • Maintain compliance with BSA, account documentation, and banking procedures.
  • Minimum of 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.
Preferred Qualifications
  • 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.
Benefits

For temporary assignments lasting 13 weeks or longer, we offer major medical, dental, vision, 401k and statutory sick pay where required.

Equal Opportunity Statement

We are an equal opportunity employer and commit to reasonable accommodations for individuals with disabilities. We consider applicants with criminal histories in compliance with applicable laws and regulations.

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