Client Service & New Accounts Specialist

Poppy Bank; Los Altos (CA); On-site; USD 45,000 - 75,000; Full time

Job summary

Poppy Bank in Los Altos is seeking a Client Service Representative for various levels including II, III, and Senior. The role involves opening new consumer and business accounts, processing transactions, and cross-selling bank products while ensuring compliance with banking regulations.

The ideal candidate should have 3+ years of banking experience, strong customer relations skills, and proficiency in necessary banking software. A commitment to exemplary customer service and teamwork is essential.

Qualifications

• A minimum of three years banking teller experience required for Senior level.
• Experience opening consumer accounts and business accounts necessary.
• Strong understanding of banking regulations like BSA required.

Responsibilities

• Interview customers to recommend appropriate banking products.
• Cross-sell bank products and services to ensure customer needs are met.
• Process new account transactions accurately and timely.

Skills

Customer relations

Banking regulations knowledge

Proficient in Word, Excel, Outlook

Education

High school diploma or equivalent

Banking courses or certifications

Job description

Poppy Bank in Los Altos is seeking a Client Service Representative for various levels including II, III, and Senior. The role involves opening new consumer and business accounts, processing transactions, and cross-selling bank products while ensuring compliance with banking regulations.

The ideal candidate should have 3+ years of banking experience, strong customer relations skills, and proficiency in necessary banking software. A commitment to exemplary customer service and teamwork is essential.