Banker- san jose

Job Summary

We are seeking an experienced Banker / New Accounts CSR for a direct hire opportunity in San Jose, CA. This role is ideal for a banking professional with strong teller experience, new account opening knowledge, and a customer-first approach to financial services.

The Banker will support consumer and business clients with account opening, account maintenance, teller transactions, product recommendations, and service inquiries. This opportunity offers a professional branch environment with supportive leadership, strong teamwork, customer relationship focus, and the ability to build a long-term career in banking. The role also includes meaningful community involvement through CRA volunteer hours.

Key Responsibilities

- Open, maintain, and close consumer and business accounts, including checking, savings, CDs, IRAs, and applicable Trust and Estate accounts.
- Interview and profile clients to understand financial needs and recommend appropriate banking products and services.
- Cross-sell bank products, generate new business, and refer clients to internal partners when additional services are needed.
- Process teller transactions as needed while maintaining accurate balancing and strong operational controls.
- Ensure proper documentation, account titling, system uploads, and compliance with banking regulations, including Bank Secrecy Act requirements.
- Deliver professional, courteous service in person and by phone while helping resolve client issues with tact and discretion.

Compensation and Benefits

- Compensation: $20.00 to $31.90 per hour.
- Job type: Direct hire.
- Location: San Jose, CA.

Required Qualifications and Skills

- Open and support new consumer accounts and business accounts.
- Process teller transactions and maintain accurate balancing.
- Cross-sell banking products and refer clients to appropriate internal partners.
- Maintain documentation, compliance standards, and account records within banking systems.

- 3 to 5 years of relevant banking experience preferred for this opportunity.
- Minimum of 1 year of banking teller experience required, with higher-level roles requiring 2 to 3 years of teller experience.
- Experience opening consumer accounts required.
- Experience opening basic business accounts required for New Accounts/CSR III level and complex business accounts required for Senior New Accounts/CSR III level.
- Working knowledge of basic banking regulations, including BSA and information security.
- Proficiency with Microsoft Word, Excel, Outlook, and banking software systems.
- Strong customer relations skills with the ability to communicate clearly and professionally with clients and team members.
- Excellent judgment, confidentiality, attention to detail, and ability to accept responsibility in a regulated banking environment.
- Ability to provide a positive customer experience, identify client needs, and support customer retention.

Preferred Qualifications

- Prior supervisory experience is preferred for Senior New Accounts/CSR III level.
- Experience supporting Treasury Services such as remote deposit capture, armored service, or courier service is preferred for senior-level candidates.
- Experience handling escalated client situations or providing transaction approvals is preferred.
- Community involvement or willingness to complete annual CRA volunteer hours is preferred.

Equal Opportunity Employer / Disabled / Protected Veterans

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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.

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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.