Banker Positions

Poppy Bank; Rocklin (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Poppy Bank is seeking a Client Service Representative at multiple levels to open new consumer and business accounts, process transactions, and cross-sell bank products. The role emphasizes accurate account maintenance, client relations, and adherence to all bank policies and federal/state regulations.

Senior CSR III brings supervisory expectations, usually 3+ years teller experience, and strong regulatory knowledge, while CSR II/III focus on consumer and basic business accounts with

Qualifications

• 3+ years banking teller experience for Senior CSR III
• 2+ years banking teller experience for CSR II
• Experience opening consumer accounts required
• Experience opening basic business accounts preferred for CSR II
• Good customer relations skills and teamwork
• Knowledge of basic banking regulations (BSA, Information Security)

Responsibilities

• Interview and profile customers to recommend appropriate banking products and services
• Cross-sell bank products and services to meet customer needs and refer to staff or partners as needed

Skills

Banking teller experience

Consumer accounts opening

Basic business accounts

Customer relations

Banking regulations knowledge (BSA)

Word/Excel/Outlook

Confidential information handling

Tools

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.

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. 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. 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. 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

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

Qualifications: New Accounts/CSR II

• A minimum of one year of banking teller experience is required
• Beginner experience with opening consumer accounts is required
Huh. Wait, the list was cut. Let’s rewrite the list properly. I'll correct it:
• 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

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