Ambitious Client Services Banker: Open & Grow Accounts
AppleOne Employment Services
- ? Client Service Representative (CSR II / CSR III / Senior CSR)
- ? Full-Time | Multiple Levels Available | Growth Opportunity
- Top Qualifications We’re Looking For
- Must-Have (ALL LEVELS)
- ? CSR II (Entry-Level)
- 1+ year banking teller experience
- Experience opening consumer accounts
- Basic exposure to account maintenance and closures
- ? CSR III (Mid-Level)
- 2+ years banking teller experience
- Experience opening consumer AND basic business accounts
- Strong experience with account opening, servicing, and closing ?
- Knowledge of BSA and banking regulations
- ? Senior CSR (Advanced Level)
- 3+ years banking teller experience
- Advanced experience opening consumer AND complex business accounts ?
- Proven ability to manage high-volume new accounts + complex account closures
- Strong knowledge of compliance, regulations, and account structuring
- Supervisory or leadership experience (preferred)
- ? What Will Make You Stand Out
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Ambitious Client Services Banker: Open & Grow Accounts in Pleasanton, CA vacancy
- ...seeking an entry level Universal Banker to assist in sales, product and service activities, coordinating with the... ...service team. You will help with basic account openings, resolve service issues, and... ...to drive loyalty and grow sales. This role emphasizes compliance...AccountsPart time
- Fremont Bank is seeking a Senior Relationship Banker in Livermore, CA to deliver world‑class service and expand client relationships. You will reference needs, open and service accounts, and refer banking products to both consumer and business clients. The role includes...Accounts
$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is... ...Network. This role grows, deepens, and manages... ...banking products and services through scheduled appointments... ...banking needs-opening accounts, handling service requests... ...management of complex client needs Demonstrate risk...AccountsTemporary workWork experience placementImmediate start$31.9 per hour
Full-Time | up to $31.90/hour (DOE) We’re hiring a Client Service Representative at the II, III, or Senior level—based... ...solutions, we’d love to meet you. What You’ll Do Open and maintain consumer and business accounts. Build strong relationships by recommending the...AccountsHourly payFull timeTemporary work$24.92 - $30.46 per hour
...communities we support to grow and succeed. We believe... ...One. Job Description Client Relationship... ...processing customer and account information, demonstrating... ...and loan products and services, and recommending solutions... ...to best serve clients. Opens new consumer and business...AccountsTemporary workLocal area$40.5k - $67.5k
## Regional Banker/TellerApplylocations: CA... ...proactive sales and service activities and... ...ecosystem partners to grow customer's share... ...ultimately elevating client loyalty. Delivers... ...Preferred Skills**Accountability, Banking, Client... ...**Generally, this opening is expected to be...AccountsFull timeTemporary workPart timeWork experience placementWork at officeShift work$20 - $31.9 per hour
...Job Summary We are seeking a Banker / New Accounts CSR for a direct hire opportunity... ..., new accounts, and customer service experience who enjoys helping clients choose the right financial products... .... Key Responsibilities - Open, maintain, and close consumer and...AccountsHourly payTemporary workRemote work- PNC Financial Services Group, Inc. in Livermore, CA, is seeking a Regional Banker/Teller to manage customer experiences, drive sales, and grow wallet share at the branch level. You will engage customers, educate on PNC solutions, and collaborate with partners to deliver...Work at office
- PNC believes its people are its strength and this Livermore, CA-based Regional Banker/Teller role focuses on delivering a differentiated customer experience and growing customer share of wallet. The job emphasizes in-person interactions, proactive sales, and strong adherence...
$63k - $105k
...As a Relationship Banker Business Specialist... ...a differentiated client experience from acquisition... ...onboarding and servicing. Proactive lead... ...appropriately to grow share of wallet... ...accordingly. Holds partners accountable for routine... ...Generally, this opening is expected to be...AccountsFull timeTemporary workWork experience placementWork at office- The Universal Banker at Citi in Fremont, CA is an entry-level role supporting sales and service activities within the customer service team. The role... ...sales to individual consumer clients. You will assist with basic account openings, resolve service issues, process...Accounts
$31.9 per hour
AppleOne Employment Services in San Ramon, CA, is hiring a Client Service Representative with experience in banking. This role includes opening consumer and business accounts, recommending the right products, and providing exceptional service to clients. Applicants should...AccountsHourly pay$63k - $105k
...As a Relationship Banker Business Specialist... ...a differentiated client experience from acquisition... ...onboarding and servicing. Proactive lead... ...appropriately to grow share of wallet... .... Holds partners accountable for routine... ...Generally, this opening is expected to be...AccountsFull timeTemporary workPart timeWork experience placementWork at office$27 - $35 per hour
...Branch Relationship Banker (Personal Banker)... ...with our clients and with each other... ...all employees to grow and thrive. As... ...focused financial services company dedicated... ...Duties may include new accounts, consumer loans, and... ...cash transactions, open or update accounts...AccountsHourly payFull timeWork experience placementWork at officeMonday to FridayFlexible hours$23 - $31 per hour
...Associate Personal Banker (SAFE) At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed... ...self, and empowered to grow. And we're recognized for it... ...confidence. You will support account openings, service requests, and credit...AccountsWork experience placementFlexible hours$28.56 - $37.36 per hour
...Summary The Senior Relationship Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Sr.... ...Accurately obtain required new account documentation, input data,... ...relationship expansion. Open new accounts and service existing...AccountsWork at officeLocal areaFlexible hoursNight shift- ...Inc. is seeking an entry level Universal Banker to assist in sales and service activities in coordination with customer... ...increase sales to individual consumer clients. Responsibilities include assisting with basic account openings, resolving service issues, and processing...Accounts
$25 - $30 per hour
Job Summary We are seeking a Banker/Teller for a direct hire opportunity in San Ramon... ..., candidates may be considered for a Client Service Representative II, Client Service... ...enjoys building client relationships, opening new accounts, processing teller transactions, and...AccountsHourly payTemporary work- ...Part-Time Universal Banker (20 Hours) - Fremont Branch... ...the opportunity to grow your career, give back... ...of sales, products or service activities in coordination... ...to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer...AccountsPart time
- ...Senior New Accounts/Csr III The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts.... ...account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the...AccountsWork at officeLocal area
- Citigroup Inc. in Danville, CA is seeking an entry-level Personal Banker SAFE Act to support sales, product and service activities with the customer service team. You will help grow relationships with consumer clients, cross-sell treasury and small business products, and...
- ...meaningful connections with our clients and providing financial... ...impact? As a Universal Banker at Horizon Bank you'll... ...culture of exceptional service, where creativity meets... ...customer initiated account maintenance and all... ...applications and account openings. Embrace your inner...AccountsWork at office
$43.1k - $58.3k
...Delivers exceptional service to BMO customers and prospects... ...that further grow the customer’s relationship... ...assists in conducting client conversations about... ...applications, filing, opening and closing activities... ...required. Broader work or accountabilities may be assigned as...Contract workPart timeLocal areaDay shift- ...Head Universal Banker The Head Universal Banker is a leadership... ...for providing exceptional service delivery to our internal and... ...etc.) and sales (including opening accounts, credit cards, etc.) but also... ...consistent delivery of client and team experiences aligned...AccountsFlexible hours
- ...Patient Accounts Representative Come join our team and love what you... ...About Universal Health Services One of the nation's largest and... ...achievement and performance. Growing steadily since its inception... ...opportunity employers and as such, openly support and fully commit to...AccountsFull timeCurrently hiringWork at officeLocal areaFlexible hours
- ...Relationship Banker- Pleasant Hill Area Pleasant... ...delivering for our clients, teammates,... ...shaped by military service, community college... ...opportunities to learn, grow, and make an impact... ...**This position is open for the entire market... ...Problem Solving + Account Management + Client...AccountsWork at officeFlexible hoursShift workWeekend workDay shift
- Patient Accounts Representative Come join our team and... ...About Universal Health Services One of the nation's largest... ...and performance. Growing steadily since its inception... ...employers and as such, openly support and fully... ...from a public webmail client like Hotmail, Gmail, Yahoo...AccountsFull timeCurrently hiringWork at officeLocal areaFlexible hours
$19 - $23 per hour
...Relationship Banker I or II (Manufacturing) People Drive Our Success Are you enthusiastic... ...support, cross-selling bank products/services, and resolving customer service issues.... ...exceptional customer experience. As needed, will open accounts and refer customers to other areas of...AccountsFull timeWork experience placementFlexible hours- ...Pleasanton, CA seeks a Float Personal Banker I to deliver exceptional service to customers, handle daily... ...promptly, and maintain confidentiality on account information while upholding bank... ...actively identify customer needs, refer clients to business partners for banking...Accounts
- ...future?Are you looking to grow your career with a... ...both new and existing clients to sell human resources... ...business within existing accounts; you will make life-long... ...Proven Winner. You have an ambitious spirit and thrive under... ...to provide exceptional service to our clients, and...Accounts
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Ambitious Client Services Banker: Open & Grow Accounts. Be the first to apply!
Related searches
- business banker Pleasanton, CA
- customer service opportunity Pleasanton, CA
- insurance customer service Pleasanton, CA
- part time customer service work from home Pleasanton, CA
- customer call service Pleasanton, CA
- full time customer service Pleasanton, CA
- work from home data entry customer service Pleasanton, CA
- virtual customer service Pleasanton, CA
- customer service front desk receptionist Pleasanton, CA
- customer service overnight Pleasanton, CA


