Client Accounts Specialist Cross-Sell
Listed on 2026-11-01
-
Customer Service/HelpDesk
Customer Service Rep, Account Manager, Bank Customer Service, Customer Success Management
Poppy Bank is seeking a Client Service Representative at Senior New Accounts/CSR III or lower levels. The role focuses on opening new consumer and business accounts, cross-selling products, and ensuring compliance with bank policies and state/federal regulations.
You will work to maintain client relations and refer clients to appropriate staff for services. The ideal candidate has banking experience, strong customer relations, and proficiency with Word, Excel, and Outlook.
This posting is for the Client Accounts Specialist:
Growth & Cross-Sell role at Poppy, based in CA, United States.
Step into the Client Accounts Specialist:
Growth & Cross-Sell role at Poppy in CA, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).