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Banker / New Account Rep

Banker / New Account Rep

AppleOneSanta Rosa, CA, US
4 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Seeking a dedicated and experienced New Accounts / Customer Service Representative. The ideal candidate will have a minimum of two years of banking teller experience, along with hands-on experience opening consumer and basic business accounts. MUST HAVE PRIOR BANKING / TELLER EXPERIENCE. Strong customer relations skills and the ability to communicate effectively with both customers and colleagues in a positive, cooperative manner are essential. This role requires a working knowledge of basic banking regulations, including the Bank Secrecy Act and Information Security, as well as excellent judgment and discretion in handling confidential information. Proficiency in Word, Excel, Outlook, and banking software is also necessary.

In this role, you will conduct customer interviews to recommend suitable banking products and services, actively cross-sell to new and existing clients, and generate new business to help meet branch and bank profitability goals. You will collaborate with other business units to identify sales opportunities and ensure an outstanding customer experience. Responsibilities include opening and supporting a variety of accounts such as checking, savings, CDs, IRAs, and Trust & Estate accounts, maintaining up-to-date knowledge of bank products and regulatory requirements, processing teller transactions as needed, and managing client inquiries efficiently and courteously. You will also be responsible for accurately completing and uploading all required documentation, adhering to banking regulations, and preparing various reports related to transactions and account activities. Great benefits and perks and NO SATURDAY'S!

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here :

https : / / www.eeoc.gov / sites / default / files / 2023 -06 / 22- 088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here :

https : / / www.dol.gov / sites / dolgov / files / ofccp / pdf / pay - transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company 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.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

https : / / e- verify.uscis.gov / web / media / resourcesContents / E - Verify_Participation_Poster_ES.pdf

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.

#1143

Company Description

This company offers growth and a great group of people to work with.

Company Description

This company offers growth and a great group of people to work with.

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Account Rep • Santa Rosa, CA, US

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