Banker Positions

Poppy; Hayward (CA); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Poppy in Hayward, CA is seeking a Client Service Representative II/III or Senior level to open new consumer and complex business accounts, process new account transactions, cross-sell products, and maintain client relations. The role requires adherence to bank policies and regulations, and the candidate must work in office.

Qualified applicants will have extensive teller experience, strong customer relations skills, and proficiency with Word, Excel and Outlook.

Qualifications

• 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.

Responsibilities

• Interview and profile customers to recommend appropriate banking products and services.
• Cross-sell bank products and services to new and existing customers.
• Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts.
• Provide expedient and courteous service to all clients both in person and on the phone.
• Maintain thorough knowledge of bank products and services and stay abreast of applicable laws and procedures.

Skills

Banking experience

New accounts opening

Customer relations

Cross-selling

Regulatory knowledge

Office software proficiency

Tools

Word

Excel

Outlook

Job 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!

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 Accounts
• Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service
• Maintains thorough knowledge of bank products and services
• Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
• Ensures all documentation is approved and uploaded in the core system
• Processes teller transactions as needed and maintains an excellent balancing record
• Responds to client inquiries and requests regarding account
• Adheres to Banking regulations, including but not limited to Bank Secrecy Act
• As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.)
• Provide expedient and courteous service to all clients both in person and on the phone
• Consistently models exemplary customer service
• Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy
• Proactively identify and retain "at-risk" customers
• Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
• Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
• Other duties as assigned

Essential Duties: 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
• Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
• Maintains thorough knowledge of bank products and services
• Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
• Ensures all documentation is approved and uploaded in the core system
• Processes teller transactions as needed and maintains an excellent balancing record
• Responds to client inquiries and requests regarding account
• Adheres to Banking regulations, including but not limited to Bank Secrecy Act
• Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned
• Provide expedient and courteous