New Accounts Representative II

Company: AppleOne
Location: Fremont
Posted on: January 14, 2026

Job Description:

Job Description Job Description A local client in the Bay Area is looking to hire a customer focused New Accounts /CSR II Representative to join their team. In this role you will be responsible for opening new consumer and basic business accounts, processing account transactions, and assisting clients in selecting financial services that meet their needs. You will actively cross-sell the Bank’s products and services, maintain and close accounts, and perform branch clerical duties. This role is key to promoting business for the Bank by maintaining strong client relationships and referring clients to appropriate staff and partners for additional services. Compliance with all Bank policies, procedures, and applicable state and federal regulations is essential. Some of the responsibilities include the following but not limited to: -Open new consumer and basic business accounts accurately and efficiently. -Process all new account transactions and maintain account records. -Assist clients in selecting accounts and financial services. -Actively cross-sell Bank products and services. -Perform branch clerical duties and support daily operations. -Promote positive client relations and refer clients for additional services. -Ensure compliance with Bank policies and all applicable regulations. Ideal qualifications: -Minimum 2 years of banking teller experience required. -Beginner experience opening consumer accounts required; basic business account experience preferred. -Strong customer service and communication skills. -Ability to work cooperatively and positively with clients and team members. -Excellent judgment and ability to handle confidential information responsibly. -Proficiency in Microsoft Word, Excel, Outlook, and banking software. Be sure to submit your resume today! 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. 1038 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.

Keywords: AppleOne, San Ramon , New Accounts Representative II, Accounting, Auditing , Fremont, California