Client Services & New Accounts Specialist

Talentify; Pleasanton (CA); On-site; USD 44,000 - 64,000; Full time

Job summary

Poppy Bank in California seeks Client Service Representatives at II/III/Senior levels to handle opening new consumer and business accounts, process transactions, and cross-sell financial products. The role emphasizes ensuring compliance with bank policies and regulations while delivering excellent client service.

Ideal candidates have banking experience, strong customer relations, and proficiency with Word, Excel, and Outlook. Knowledge of BSA and information security is preferred.

Qualifications

• Minimum 3 years banking teller experience.
• Experience in opening consumer and complex business accounts.
• Strong customer relations and communication skills.
• Knowledge of basic banking regulations (BSA, Information Security).
• Proficient in Word, Excel, and Outlook.

Responsibilities

• Interview and profile customers to recommend banking products.
• Cross-sell bank products and services.
• Open and support consumer and business accounts.
• Maintain knowledge of bank products and services.
• Ensure documentation is approved and uploaded in core system.
• Provide expedient service to clients in person and over the phone.

Skills

Customer relations

Cross-selling

Communication skills

Word/Excel/Outlook

Banking regulations knowledge

Tools

Word

Excel

Outlook

Banking software

Job description

Poppy Bank in California seeks Client Service Representatives at II/III/Senior levels to handle opening new consumer and business accounts, process transactions, and cross-sell financial products. The role emphasizes ensuring compliance with bank policies and regulations while delivering excellent client service.

Ideal candidates have banking experience, strong customer relations, and proficiency with Word, Excel, and Outlook. Knowledge of BSA and information security is preferred.