Senior Client Services & New Accounts Specialist

Poppy Bank; Roseville (CA); On-site; USD 45,000 - 64,000; Full time

Job summary

Poppy Bank in California seeks a Client Service Representative at Senior New Accounts/CSR III level, or CSR II/III, with knowledge to open consumer and complex business accounts, process all new account transactions, and cross-sell bank products.

You will maintain and close accounts, perform branch clerical duties, promote business for the Bank by maintaining good client relations, and refer clients to staff for new services; ensure compliance with state and federal banking regulations.

Qualifications

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

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.

Skills

Customer relations

Cross-selling

Account opening

Compliance knowledge

Communication

Banking operations

Teamwork

Tools

Word

Excel

Outlook

Job description

Poppy Bank in California seeks a Client Service Representative at Senior New Accounts/CSR III level, or CSR II/III, with knowledge to open consumer and complex business accounts, process all new account transactions, and cross-sell bank products.

You will maintain and close accounts, perform branch clerical duties, promote business for the Bank by maintaining good client relations, and refer clients to staff for new services; ensure compliance with state and federal banking regulations.