Bank Teller/New Accounts Job at AppleOne, San Jose, CA

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  • AppleOne
  • San Jose, CA

Job Description

This Bank Teller/New Accounts Position Features:

Key Responsibilities
Open and process new consumer and business accounts (checking, savings, CDs, IRAs, etc.)
Guide clients in selecting appropriate banking products and services based on needs
Maintain and service existing accounts, including updates, closures, and maintenance
Cross-sell bank products and refer clients to appropriate departments (loans, treasury, etc.)
Ensure all account documentation is complete, accurate, and compliant
Perform general branch operations and clerical duties
Build strong client relationships to promote retention and new business development
Stay current on all bank products, services, and promotions

?? Core function includes processing transactions, opening accounts, and cross-selling services while maintaining strong client relationships

Compliance & Risk
Adhere to all bank policies, procedures, and internal controls
Ensure compliance with state and federal banking regulations (BSA, AML, CIP, etc.)
Protect customer information and maintain confidentiality
Assist with audit and operational compliance requirements

?? Compliance with regulations and internal procedures is a critical part of the role

Qualifications
1–3+ years of banking or new accounts experience preferred
Strong knowledge of deposit products and banking services
Proven customer service and sales skills
Ability to cross-sell and identify client needs
Excellent communication and interpersonal skills
Detail-oriented with strong organizational abilities
Basic computer skills (core banking systems, Microsoft Office)
Work Environment
Branch-based, customer-facing role
Fast-paced environment with sales and service goals
May require occasional travel for float positions (if applicable)

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:

The pay transparency policy is available here:

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.

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

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.

Additional Skills

(none specified)

Job Tags

Temporary work, Bank staff, Work at office

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