Client Accounts & Services Specialist

Poppy; Fresno (CA); Hybrid; USD 58,000 - 78,000; Full time

Job summary

Poppy Bank is seeking a Client Service Representative at Senior, III, or II level to open new consumer and business accounts and manage related transactions. The role emphasizes cross-selling products, maintaining client relations, and ensuring compliance with banking regulations.

On-site work is required. Qualifications include several years in banking, strong customer service skills, and proficiency with Word/Excel/Outlook.

Qualifications

• A minimum of three years banking teller experience is required
• Advanced experience with opening consumer accounts and complex business accounts is required
• 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 be proficient in using Word, Excel, and Outlook applications and banking programs
• Ability to multi-task in a fast-paced environment

Responsibilities

• 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
• Support business clients with essential Treasury Services, i.e., RDC, Armored, and Courier Service
• Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
• Provides expedient and courteous service to all clients both in person and on the phone

Skills

Customer relations

Communication skills

Multi-tasking

Judgment

Discretion

Tools

Word

Excel

Outlook

Job description

Poppy Bank is seeking a Client Service Representative at Senior, III, or II level to open new consumer and business accounts and manage related transactions. The role emphasizes cross-selling products, maintaining client relations, and ensuring compliance with banking regulations.

On-site work is required. Qualifications include several years in banking, strong customer service skills, and proficiency with Word/Excel/Outlook.