Client Services Banker: New Accounts & Growth

Poppy Bank; Del Mar (CA); Sur place; USD 65 000 - 75 000; Plein temps

Résumé du poste

Poppy Bank in Del Mar, CA is seeking a skilled Client Service Representative at Senior New Accounts/CSR III level. The role focuses on opening new consumer and complex business accounts, processing transactions, cross-selling bank products, and maintaining strong client relations. The position requires knowledge of banking regulations and proficiency with Word, Excel, and Outlook.

Supervisory experience is preferred. Candidates should have at least three years of teller experience.

Qualifications

• Minimum of three years banking teller experience is required.
• Advanced experience with opening consumer accounts and complex business accounts.
• Prior supervisory experience is preferred.

Responsabilités

• Interview and profile customers to recommend banking products and services.
• Cross-sell bank products to new and existing customers.
• Open and support consumer and business checking, savings, CDs, IRAs, and Trust accounts.
• Ensure documentation is approved and uploaded in the core system.
• Provide expedient and courteous service to all clients.

Description du poste

Poppy Bank in Del Mar, CA is seeking a skilled Client Service Representative at Senior New Accounts/CSR III level. The role focuses on opening new consumer and complex business accounts, processing transactions, cross-selling bank products, and maintaining strong client relations. The position requires knowledge of banking regulations and proficiency with Word, Excel, and Outlook.

Supervisory experience is preferred. Candidates should have at least three years of teller experience.