Private Banker Job at AppleOne, Fremont, CA

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  • AppleOne
  • Fremont, CA

Job Description

Job Description

Job Description

We are looking for a friendly, motivated, and customer-focused Personal Banker to join our branch team. The ideal candidate will assist clients with everyday banking needs, provide personalized financial advice, and promote banking products and services that align with customers’ goals.

Key Responsibilities:
Build strong customer relationships by providing professional, courteous, and efficient service.

Assist clients with opening new accounts, processing transactions, and resolving banking inquiries.

Recommend appropriate banking products such as checking/savings accounts, credit cards, loans, and digital services.

Identify customer needs and refer them to internal specialists when appropriate (e.g., mortgage, investment, business banking).

Achieve sales and service goals through proactive outreach and follow-up.

Maintain accurate client records and ensure compliance with banking regulations and procedures.

Stay informed about bank products, promotions, and policy changes.

Qualifications:
High school diploma or equivalent required; associate or bachelor’s degree in Finance, Business, or a related field preferred.

1–3 years of experience in retail banking, customer service, or financial services.

Strong communication and interpersonal skills.

Basic understanding of financial products and banking procedures.

Ability to handle confidential information and multitask in a fast-paced environment.

Proficiency with banking systems and Microsoft Office Suite.

What We Offer:
Competitive salary and performance bonuses.

Ongoing training and career development.

Opportunities for advancement within the bank.

A positive, team-oriented work environment.
Apply for this great position as a private banker today!

EEO/AA Employer/Vet/Disabled.

The Know Your Rights poster is available here:
-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
- 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.
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.

#1067

Company Description

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

Job Tags

Temporary work,

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