Banker Positions

Poppy; Folsom (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

Poppy is seeking an experienced Client Service Representative II–III or Senior level to handle new consumer and complex business accounts, fund openings, and account maintenance. The role emphasizes cross-selling and adherence to banking regulations while delivering strong client service in an office setting.

The position requires knowledge of consumer and business accounts, with opportunities for advancement based on performance and supervisory preferences.

Qualifications

• Three+ years banking teller experience required for Senior level.
• Experience opening consumer and complex business accounts.
• Strong customer relations and communication skills.
• Knowledge of basic banking regulations such as BSA and Information Security.
• Proficiency with Word, Excel, and Outlook in banking programs.
• Ability to multi-task in a fast-paced environment.

Responsibilities

• Interview and profile customers to recommend banking products.
• Cross-sell bank products and refer clients to staff/partners.
• Open and support consumer and business accounts (checking, savings, CDs, IRAs).
• Maintain and close account types; perform branch clerical duties.
• Provide excellent customer service and achieve branch goals.
• Collaborate with other staff to identify sales opportunities.

Skills

Banking experience

Customer relations

Cross-selling

Tools

Word

Excel

Outlook

Banking software

Job description

Description

Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today!

Summary: Senior New Accounts/CSR III:

The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position requires that the individual work in office. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.

Summary: New Accounts/CSR III:

The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. This position requires that the individual work in office. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.

Summary: New Accounts/CSR II:

The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank’s products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. This position requires that the individual work in office. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.

Qualifications: Senior New Accounts/CSR III:

• A minimum of three years banking teller experience is required
• Advanced experience with opening consumer accounts and complex business accounts is required
• Prior supervisory experience is preferred
• Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner
• Possesses strong knowledge of basic banking regulations such as BSA and Information Security
• Must possess excellent judgment and the ability to accept responsibility and handle confidential information
• Must be proficient in using Word, Excel, and Outlook applications and banking programs
• Ability to multi-task in a fast-paced environment

Qualifications: New Accounts/CSR III:

• A minimum of 2 years banking teller experience is required
• Experience with opening consumer accounts and basic business accounts is required
• Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
• Possesses working knowledge of basic banking regulations such as BSA and Information Security
• Must possess excellent judgment and the ability to accept responsibility and handle confidential information
• Must be proficient in using Word, Excel, and Outlook applications and banking programs
• Ability to multi-task in a fast-paced environment

Qualifications: New Accounts/CSR II:

• A minimum of one year of banking teller experience is required
• Beginner experience with opening consumer accounts is required
• Beginner experience opening basic business accounts is preferred
• Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
• Must possess excellent judgment and the ability to accept responsibility and handle confidential information
• Must be proficient in using Word, Excel, and Outlook applications and banking programs
• Ability to multi-task in a fast-paced environment

Essential Duties: Senior New Accounts/CSR III:

• Effectively interviews and profiles customers to recommend appropriate banking products and services
• Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
• Generates new business to assist in meeting bank profitability and branch goals
• Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
• In conjunction with the Manager, makes monthly business development calls as assigned
• Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate