Senior New Accounts Specialist

Poppy Bank; Westwood (CA); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Poppy Bank in Westwood, CA seeks a Senior New Accounts/CSR III to open consumer and complex business accounts, process new account transactions, and actively cross-sell bank services. You will maintain client relations and refer clients to appropriate staff while ensuring compliance with state and federal regulations.

The role emphasizes strong customer relations, supervision experience preferred, and proficiency with banking software and MS Office.

Qualifications

• Minimum banking teller experience required with consumer and business accounts.
• Good knowledge of banking regulations such as BSA and Information Security.
• Ability to communicate well with customers and staff; maintain confidentiality.
• Proficiency in Word, Excel, and Outlook and banking programs.

Responsabilités

• Interview and profile customers to recommend banking products and services.
• Cross-sell bank products; refer clients to staff or partners as needed.
• Open and support consumer and business accounts including checking, savings, CDs, IRAs.
• Maintain knowledge of bank products and stay updated on regulations.
• Provide expedient and courteous service to all clients; strong customer service.

Connaissances

Banking experience

Customer relations

Sales cross-selling

Word/Excel/Outlook

Confidential information

Strong judgment

Outils

Word

Excel

Outlook

Banking software

Description du poste

Poppy Bank in Westwood, CA seeks a Senior New Accounts/CSR III to open consumer and complex business accounts, process new account transactions, and actively cross-sell bank services. You will maintain client relations and refer clients to appropriate staff while ensuring compliance with state and federal regulations.

The role emphasizes strong customer relations, supervision experience preferred, and proficiency with banking software and MS Office.