Client Accounts Specialist – New Accounts

Poppy; Roseville (CA); On-site; USD 42,000 - 63,000; Full time

Job summary

Poppy Bank is seeking a Client Service Representative II/III to expertly open new consumer and basic business accounts, process transactions, and maintain client relationships in a community bank setting. The role emphasizes cross-selling, adherence to banking regulations, and collaboration with staff to deliver a seamless customer experience.

Supervision levels vary by seniority, with opportunities to grow within the CSR career ladder.

Qualifications

• Experience opening consumer accounts and basic business accounts.
• Strong customer relations and communication skills.
• Knowledge of banking regulations such as BSA and information security.
• Ability to cross-sell products and services.
• Proficiency with standard office software.

Responsibilities

• Interview and profile customers to assess banking needs and recommend products.
• Cross-sell bank products and services to new and existing customers.
• Open, maintain, and close consumer and business accounts; process transactions.
• Ensure compliance with bank policies and state/federal regulations.
• Provide excellent customer service and respond to inquiries.

Skills

Opening consumer accounts

Cross-selling & client referrals

Customer relations

Regulatory compliance

Office software proficiency

Tools

Word

Excel

Outlook

Job description

Poppy Bank is seeking a Client Service Representative II/III to expertly open new consumer and basic business accounts, process transactions, and maintain client relationships in a community bank setting. The role emphasizes cross-selling, adherence to banking regulations, and collaboration with staff to deliver a seamless customer experience.

Supervision levels vary by seniority, with opportunities to grow within the CSR career ladder.