Banker-Pleasanton

Job Summary

We are seeking a Banker-Pleasanton for a direct hire opportunity with a respected banking and consumer lending environment in Pleasanton, CA. This client-facing banking role is ideal for an experienced Bank Teller, New Accounts Representative, or Customer Service Representative who enjoys building relationships, opening accounts, recommending financial products, and delivering an excellent branch experience. This opportunity offers a professional branch setting with supportive leadership, strong teamwork, and a customer-first culture.

The role provides the chance to deepen your banking knowledge, support consumer and business clients, contribute to branch growth, and be part of an organization that values service, compliance, community involvement, and long-term client relationships.

• Open, maintain, and close consumer accounts, business accounts, CDs, IRAs, Trust and Estate accounts, and related deposit products based on role level.
• Interview and profile clients to understand financial needs, recommend appropriate banking products, and cross-sell services.
• Process new account transactions, teller transactions, account documentation, and required system uploads accurately and efficiently.
• Provide courteous, professional service to clients in person and by phone while resolving inquiries and difficult situations with tact.
• Support branch goals by identifying new business opportunities, retaining at-risk clients, and referring customers to appropriate internal partners.
• Maintain compliance with bank policies, Bank Secrecy Act requirements, information security standards, and applicable state and federal banking regulations.

• Direct hire opportunity.
• Compensation: $20.00 to $31.90 per year.
• Location:
  
  Pleasanton, CA.
• CRA volunteer hours are compensable time, and mileage is reimbursed.

• Open and support consumer and business banking accounts while ensuring proper titling, documentation, and regulatory compliance.
• Process teller and new account transactions accurately while maintaining a strong balancing record.
• Cross-sell banking products and services based on client needs and branch goals.
• Provide excellent customer service and build strong client relationships in a professional branch environment.
• 3-5 years of relevant banking, teller, customer service, or new accounts experience preferred for this opportunity.
• Minimum banking teller experience required, with level placement based on experience opening consumer, basic business, or complex business accounts.
• Experience with new account opening procedures, account maintenance, documentation review, and client profiling.
• Knowledge of basic banking regulations, including Bank Secrecy Act and information security requirements.
• Proficiency with Microsoft Word, Excel, Outlook, and banking software programs.
• Strong communication, customer relations, judgment, confidentiality, and problem-solving skills.
• Ability to work cooperatively with customers, branch staff, business partners, and leadership in a positive and professional manner.

• Prior supervisory or backup supervisory experience for senior-level consideration.
• Experience opening complex business accounts, Trust and Estate accounts, and IRAs.
• Familiarity with Treasury Services such as remote deposit capture, check scanner support, armored service, or courier service.
• Experience processing reports related to large transactions, currency transactions, returned items, overdrafts, callbacks, or similar branch operations.

The Know Your Rights poster is available here: https://(Use the "Apply for this Job" box below). Your Rights
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The pay transparency policy is available here: https://.pdf

For temporary assignments lasting 13 weeks or longer, Apple One 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.

Apple One participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program: /resources

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