Personal Banker

AppleOne
Alamo, CA, US
Full-time

Job Description

Job Description

We are seeking dynamic and detail-oriented professionals to join our team as Client Service Representatives (CSR).

In this role, you will work directly with clients to manage account transactions, assist with financial services, and support business development goals.

If you’re passionate about customer service and skilled in banking operations, we look forward to connecting with you!

Key Responsibilities :

New Accounts CSR

Open and manage new consumer and basic business accounts.

Support clients with account selection and financial services.

Cross-sell bank products to existing and potential clients.

Manage and process accounts, ensuring compliance with all banking regulations.

Perform teller transactions and maintain account balancing.

Deliver exceptional customer service by actively listening to and addressing client needs.

Ensure accurate and timely processing of documentation and reporting.

Qualifications :

Minimum of 3 years of experience as a banking teller.

Advanced experience opening consumer and complex business accounts.

Supervisory experience preferred.

In-depth knowledge of banking regulations, including BSA and Information Security.

Proficient in Word, Excel, and Outlook, with strong communication skills.

Apply for this great position as a personal banker today!

Great benefits.

EEO / AA Employer / Vet / Disabled.

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 qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records.

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.

1028

Company Description

Founder and CEO, Janice Bryant Howroyd, is a North Carolina native who left her hometown in 1976 armed with $1500. Since then, she has dedicated her efforts to building an organization that is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement.

Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees.

The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.

Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy.

Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.

Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent.

Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions.

She is a sought after speaker and media subject matter expert in her fields. Her book, The Art of Work : How to Make Work, Work for You, is available on Amazon.com.

Company Description

Founder and CEO, Janice Bryant Howroyd, is a North Carolina native who left her hometown in 1976 armed with $1500. Since then, she has dedicated her efforts to building an organization that is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement.

r n r nMrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees.

The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.

r n r nMrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy.

Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities. r n r nMrs.

Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent.

Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions.

She is a sought after speaker and media subject matter expert in her fields. Her book, The Art of Work : How to Make Work, Work for You, is available on Amazon.com.

2 days ago
Related jobs
Promoted
AppleOne
Alamo, California

Apply for this great position as a personal banker today!. ...

WELLS FARGO BANK
Castro Valley, California

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Refer customers' financial needs to other bankers and partners as needed. ...

00002 Citibank, N.A.
Lafayette, California

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the ...

WELLS FARGO BANK
Oakland, California

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Refer customers' financial needs to other bankers and partners as needed. ...

00002 Citibank, N.A.
Oakland, California

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the ...

00002 Citibank, N.A.
Oakland, California

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the ...

Promoted
Target
Berkeley, California

This team is responsible for being proficient in all areas of the store to complete duties such as, but not limited to, cashiering, stocking, presentation and price accuracy. Support guest services with cashiering, order pick up (OPU) and Drive up (DU), where applicable. ...

Promoted
University of California-Berkeley
Berkeley, California

Follow money handling procedures specific to Internal Audit and campus Cashier. ...

Promoted
United Business Bank
Walnut Creek, California

The Universal Banker (UB) is an onsite position and does not have remote opportunities, working Monday through Friday, with no WEEKENDS or NIGHTS. The Universal Banker (UB) will be responsible for assisting clients with a variety of requests and inquiries, both over the phone and in a virtual enviro...

Promoted
University of California Office of the President
Oakland, California

Retirement Administration Service Center Customer Service Representative 2. Please note this posting is for 7 Career RASC Retirement Customer Service Representative 2 positions. Works on assignments such as inquiries and complaints from internal customers (includes retirees, employees, local benefit...