BankerAppleOne

AppleOne, a division of the Act-1 Group, is proud to present:

Job Summary

A local banking team in Rocklin, CA is seeking a customer-focused Banker / Client Service Representative to support branch customers with everyday banking needs, account services, and relationship-based financial solutions. This direct hire opportunity is ideal for someone with teller or branch banking experience who enjoys helping customers, building trust, and delivering accurate, professional service.

This role offers the opportunity to grow within a supportive branch environment, with potential placement at the CSR II, CSR III, or Senior CSR level based on experience. The team values strong customer relationships, positive collaboration, dependable service, and a professional approach to compliance and banking operations.

Key Responsibilities

- Open and maintain consumer and business bank accounts while ensuring accurate documentation.
- Assist customers with checking accounts, savings accounts, CDs, IRAs, and other banking services based on experience level.
- Process teller transactions accurately while maintaining cash handling and recordkeeping standards.
- Build customer relationships by identifying needs and recommending appropriate banking products and services.
- Provide in-person and phone support to resolve customer questions, concerns, and account service requests.
- Follow banking policies, procedures, regulatory requirements, and documentation standards.