Senior New Accounts & Client Services Specialist

Poppy Bank; Rocklin (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Poppy Bank is seeking a Client Service Representative at multiple levels to open new consumer and business accounts, process transactions, and cross-sell bank products. The role emphasizes accurate account maintenance, client relations, and adherence to all bank policies and federal/state regulations.

Senior CSR III brings supervisory expectations, usually 3+ years teller experience, and strong regulatory knowledge, while CSR II/III focus on consumer and basic business accounts with

Qualifications

• 3+ years banking teller experience for Senior CSR III
• 2+ years banking teller experience for CSR II
• Experience opening consumer accounts required
• Experience opening basic business accounts preferred for CSR II
• Good customer relations skills and teamwork
• Knowledge of basic banking regulations (BSA, Information Security)

Responsibilities

• Interview and profile customers to recommend appropriate banking products and services
• Cross-sell bank products and services to meet customer needs and refer to staff or partners as needed

Skills

Banking teller experience

Consumer accounts opening

Basic business accounts

Customer relations

Banking regulations knowledge (BSA)

Word/Excel/Outlook

Confidential information handling

Tools

Banking software

Job description

Poppy Bank is seeking a Client Service Representative at multiple levels to open new consumer and business accounts, process transactions, and cross-sell bank products. The role emphasizes accurate account maintenance, client relations, and adherence to all bank policies and federal/state regulations.

Senior CSR III brings supervisory expectations, usually 3+ years teller experience, and strong regulatory knowledge, while CSR II/III focus on consumer and basic business accounts with