Senior New Accounts & CSR Specialist

Poppy Bank; Santa Rosa (CA); On-site; USD 60,000 - 85,000; Full time

Job summary

Poppy Bank is seeking a Client Service Representative at Senior/CSR III level. The role focuses on opening new consumer and complex business accounts, processing transactions, and cross-selling bank products to clients.

The position requires strong client relations and adherence to banking regulations in an office setting. The CSR III level emphasizes supervisory experience and leadership in coordinating with staff and partners while maintaining excellent customer service and compliance with

Qualifications

• Minimum of three years banking teller experience for Senior role.
• Advanced experience with opening consumer and complex business accounts.
• Prior supervisory experience preferred for Senior level.
• Strong customer relations skills and ability to communicate with staff and clients.
• Knowledge of banking regulations such as BSA and Information Security.
• Ability to handle confidential information with good judgment.
• Proficiency in Word, Excel, and Outlook; banking programs.

Responsibilities

• Interview and profile customers to recommend banking products and services.
• Cross-sell bank products and refer clients to staff or partners.
• Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate accounts.
• Process teller transactions and maintain balancing accuracy.
• Maintain knowledge of bank products and stay updated on applicable laws.
• Provide expedient and courteous service to clients in person and on the phone.
• Adhere to banking regulations and internal policies.

Skills

Advanced banking product knowledge

Customer relations

Cross-selling

Communication with clients

Attention to detail

Regulatory compliance awareness

Proficiency in Word, Excel, Outlook

Tools

Word

Excel

Outlook

Job description

Poppy Bank is seeking a Client Service Representative at Senior/CSR III level. The role focuses on opening new consumer and complex business accounts, processing transactions, and cross-selling bank products to clients.

The position requires strong client relations and adherence to banking regulations in an office setting. The CSR III level emphasizes supervisory experience and leadership in coordinating with staff and partners while maintaining excellent customer service and compliance with