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Senior Accounts CSR: Client & Banking

Job in Los Altos, Santa Clara County, California, 94024, USA
Listing for: Talentify
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Senior New Accounts CSR: Client Growth & Banking

Poppy Bank in California is seeking an experienced Senior New Accounts/CSR III to expertly open consumer and complex business accounts, process new account transactions, and cross-sell banking products and services. You will maintain and close accounts, perform branch clerical duties, and ensure compliance with bank regulations.

The role emphasizes customer relations, adherence to BSA and information security rules, and collaboration with staff to deliver outstanding service.

We invite applications for the Senior New Accounts CSR:
Client Growth & Banking position located in Los Altos, CA, United States.

The position is based in Los Altos, CA, United States.

This opportunity is part of our work in Finance.

The advertised compensation is 60.000 - 90.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Position Requirements
10+ Years work experience
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