Client Service & New Accounts Specialist

Poppy Bank; La Mesa (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

Poppy Bank in La Mesa, California, seeks dynamic Client Service Representatives at various levels (II, III, Senior) to open and manage consumer and business accounts. The role emphasizes excellent customer service, compliance with banking regulations, and proficiency in banking software.

The ideal candidates will have relevant banking experience, strong customer relations skills, and the ability to work efficiently in a team. Poppy Bank offers a supportive work environment focused on community engagement and customer satisfaction.

Qualifications

• Minimum of three years banking teller experience is required for Senior level.
• Minimum of two years banking teller experience is required for CSR III level.
• Minimum of one year banking teller experience is required for CSR II level.

Responsibilities

• Open and support consumer and business accounts.
• Process transactions and maintain customer relations.
• Cross-sell bank products and services effectively.

Skills

Customer relations skills

Knowledge of basic banking regulations

Proficiency in Word, Excel, and Outlook

Job description

Poppy Bank in La Mesa, California, seeks dynamic Client Service Representatives at various levels (II, III, Senior) to open and manage consumer and business accounts. The role emphasizes excellent customer service, compliance with banking regulations, and proficiency in banking software.

The ideal candidates will have relevant banking experience, strong customer relations skills, and the ability to work efficiently in a team. Poppy Bank offers a supportive work environment focused on community engagement and customer satisfaction.