Senior Client Accounts & Service Specialist

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

Job summary

Poppy Bank in Alameda, CA is seeking a Client Service Representative at senior levels to open new consumer and complex business accounts and cross-sell financial products. The role covers processing new account transactions, assisting clients with account selections, and maintaining strong client relations while ensuring compliance with state and federal regulations.

The Senior CSR III position adds supervisory responsibilities and advanced banking knowledge, while CSR II/III levels focus on

Qualifications

• A minimum of three years banking teller experience is required
• Advanced experience with opening consumer accounts and complex business accounts is required
• Prior supervisory experience is preferred
• Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner
• Possesses strong knowledge of basic banking regulations such as BSA and Information Security
• Must possess excellent judgment and the ability to accept responsibility and handle confidential information
• Must be proficient in using Word, Excel, and Outlook applications and banking programs
• A minimum of 2 years banking teller experience is required
• Experience with opening consumer accounts and basic business accounts is required
• Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
• Possesses working knowledge of basic banking regulations such as BSA and Information Security
• Must possess excellent judgment and the ability to accept responsibility and handle confidential information
• Must be proficient in using Word, Excel, and Outlook applications and banking programs
• A minimum of one year of banking teller experience is required
• Beginner experience with opening consumer accounts is required
• Beginner experience opening basic business accounts is preferred
• Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
• Must possess excellent judgment and the ability to accept responsibility and handle confidential information
• Must be proficient in using Word, Excel, and Outlook applications and banking programs

Responsibilities

• Effectively interviews and profiles customers to recommend appropriate banking products and services
• Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
• Generates new business to assist in meeting bank profitability and branch goals
• Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
• Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
• Maintains thorough knowledge of bank products and services
• Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
• Ensures all documentation is approved and uploaded in the core system
• Processes teller transactions as needed and maintains an excellent balancing record
• Responds to client inquiries and requests regarding account
• Adheres to Banking regulations, including but not limited to Bank Secrecy Act
• Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned
• Provide expedient and courteous service to all clients both in person and on the phone
• Consistently models exemplary customer service
• Actively listens to customers and maintains a friendly, positive, professional attitude
• Proactively identify and retain "at-risk" customers
• Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
• Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
• Other duties as assigned

Skills

Teller experience

Customer relations

Sales mindset

Banking product knowledge

Communication skills

Proficiency with banking software

Team collaboration

Tools

Word

Excel

Outlook

Job description

Poppy Bank in Alameda, CA is seeking a Client Service Representative at senior levels to open new consumer and complex business accounts and cross-sell financial products. The role covers processing new account transactions, assisting clients with account selections, and maintaining strong client relations while ensuring compliance with state and federal regulations.

The Senior CSR III position adds supervisory responsibilities and advanced banking knowledge, while CSR II/III levels focus on