More jobs:
Client Service & Accounts Specialist
Job in
Los Altos, Santa Clara County, California, 94024, USA
Listed on 2026-07-04
Listing for:
Poppy Bank
Full Time
position Listed on 2026-07-04
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Poppy Bank in Los Altos is seeking a Client Service Representative for various levels including II, III, and Senior. The role involves opening new consumer and business accounts, processing transactions, and cross-selling bank products while ensuring compliance with banking regulations.
The ideal candidate should have 3+ years of banking experience, strong customer relations skills, and proficiency in necessary banking software. A commitment to exemplary customer service and teamwork is essential.
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