Client Service & New Accounts Specialist

Poppy Bank; Pasadena (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

Poppy Bank in Pasadena, California, is looking for Client Service Representatives at various levels. Candidates should be skilled in opening consumer and business accounts and have strong customer relations skills. Responsibilities include processing transactions, cross-selling products, and ensuring compliance with banking regulations.

This position offers opportunities for professional growth and requires a minimum of one year of banking experience. Join a supportive team dedicated to excellent client service.

Qualifications

• Minimum of three years banking teller experience required for Senior CSR.
• Experience with opening consumer accounts and complex business accounts required for Senior CSR.
• Strong customer relations skills and ability to communicate well with employees and customers.

Responsibilities

• Interview customers to recommend appropriate banking products.
• Cross-sell bank products and services to clients.
• Maintain knowledge of bank products and ensure compliance with regulations.

Skills

Customer relations skills

Knowledge of banking regulations

Proficiency in Word, Excel, and Outlook

Job description

Poppy Bank in Pasadena, California, is looking for Client Service Representatives at various levels. Candidates should be skilled in opening consumer and business accounts and have strong customer relations skills. Responsibilities include processing transactions, cross-selling products, and ensuring compliance with banking regulations.

This position offers opportunities for professional growth and requires a minimum of one year of banking experience. Join a supportive team dedicated to excellent client service.