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Client Services Specialist – Accounts & Banking

Job in Alameda, Alameda County, California, 94501, USA
Listing for: Poppy
Full Time position
Listed on 2026-08-31
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service, Banking & Finance
  • Finance & Banking
    Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 55000 - 90000 USD Yearly USD 55000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Client Services Specialist – New Accounts & Banking

Poppy Bank in the San Francisco area seeks experienced Client Service Representatives at II, III, or Senior level to open new consumer and business accounts, process transactions, cross-sell products, and maintain client relations while complying with regulations.

This role offers growth opportunities; requires banking experience and proficiency with Word, Excel, and Outlook to support daily operations and client service goals.

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