Banker- walnut creek

Job Summary

A direct hire Banker opportunity is available in Walnut Creek, CA for an experienced banking professional with strong client service, teller, and new account opening experience. Depending on your background, you may be considered for a Client Service Representative II, Client Service Representative III, or Senior Client Service Representative level role.

This position is ideal for someone who enjoys building client relationships, recommending banking products, supporting consumer and business accounts, and contributing to branch growth. The role offers a stable branch banking environment with supportive leadership, positive teamwork, ongoing client interaction, and opportunities to deepen your knowledge of banking products, compliance, and account services.

Key Responsibilities

- Open and maintain consumer and business accounts, including checking, savings, CDs, IRAs, and applicable trust, estate, or complex business accounts based on level.
- Interview and profile clients to understand financial needs and recommend appropriate banking products and services.
- Cross-sell bank products, identify referral opportunities, and support branch profitability and business development goals.
- Process teller transactions as needed while maintaining accurate documentation, approvals, uploads, and balancing standards.
- Respond to client inquiries in person and by phone with professional, courteous, and solutions-focused service.
- Follow all bank policies, procedures, and applicable banking regulations, including Bank Secrecy Act requirements.

Compensation and Benefits

- Salary range: $20.00 to $31.90 per year, depending on experience and level.
- Direct hire opportunity.
- Minimum of 10 CRA volunteer hours per year. Volunteer hours are typically scheduled during business hours, are compensable, and mileage is reimbursed.

Required Qualifications and Skills

- Open and support new consumer accounts, basic business accounts, and complex business accounts depending on assigned level.
- Process teller transactions, maintain accurate records, and support excellent balancing performance.
- Cross-sell banking products and refer clients to appropriate internal partners.
- Maintain compliance with new account procedures, account titling requirements, documentation standards, and banking regulations.

- Banking teller experience required, with level determined by experience: minimum of 1 year for CSR II, 2 years for CSR III, and 3 years for Senior CSR III.
- Experience opening consumer accounts required.
- Experience opening basic business accounts required for CSR III and Senior CSR III.
- Advanced experience opening complex business accounts required for Senior CSR III.
- Strong customer relations skills with the ability to communicate clearly and work cooperatively with clients and employees.
- Working knowledge of banking regulations such as BSA and Information Security.
- Proficiency with Microsoft Word, Excel, Outlook, and banking software programs.
- Excellent judgment, professionalism, confidentiality, and ability to accept responsibility.
- Ability to handle difficult client situations with tact, diplomacy, and a positive service mindset.

Preferred Qualifications

- Prior supervisory experience preferred for Senior CSR III level.
- Beginner experience opening basic business accounts preferred for CSR II level.
- Experience supporting Treasury Services such as remote deposit capture, armored service, or courier service is helpful for senior-level consideration.
- Business development or outbound client calling experience is a plus.

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.