Senior New Accounts & Client Service Specialist

Poppy; Hayward (CA); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Poppy in Hayward, CA is seeking a Client Service Representative II/III or Senior level to open new consumer and complex business accounts, process new account transactions, cross-sell products, and maintain client relations. The role requires adherence to bank policies and regulations, and the candidate must work in office.

Qualified applicants will have extensive teller experience, strong customer relations skills, and proficiency with Word, Excel and Outlook.

Qualifications

• 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.
• Ability to multi-task in a fast-paced environment.

Responsibilities

• Interview and profile customers to recommend appropriate banking products and services.
• Cross-sell bank products and services to new and existing customers.
• Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts.
• Provide expedient and courteous service to all clients both in person and on the phone.
• Maintain thorough knowledge of bank products and services and stay abreast of applicable laws and procedures.

Skills

Banking experience

New accounts opening

Customer relations

Cross-selling

Regulatory knowledge

Office software proficiency

Tools

Word

Excel

Outlook

Job description

Poppy in Hayward, CA is seeking a Client Service Representative II/III or Senior level to open new consumer and complex business accounts, process new account transactions, cross-sell products, and maintain client relations. The role requires adherence to bank policies and regulations, and the candidate must work in office.

Qualified applicants will have extensive teller experience, strong customer relations skills, and proficiency with Word, Excel and Outlook.