Client Services & Accounts Specialist
Listed on 2026-10-20
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Customer Service/HelpDesk
Bank Customer Service, Banking & Finance -
Finance & Banking
Bank Customer Service, Banking & Finance
Poppy Bank seeks a Client Service Representative II/III/Senior to open consumer and complex business accounts, process new account transactions, and cross-sell banking products while ensuring regulatory compliance.
Key duties include opening accounts, maintaining client relations, guiding customers, and supporting branch operations with accuracy and courtesy; supervisory experience is preferred, banking programs proficiency required.
Join us at Poppy as our next Client Services & New Accounts Specialist in Palm Desert, CA, United States.
We appreciate your interest in this position.
Join Poppy and contribute to our ongoing work.
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This posting is for the Client Services & New Accounts Specialist role at Poppy, based in Palm Desert, CA, United States.
We are looking to fill the Client Services & New Accounts Specialist position at Poppy in Palm Desert, CA, United States.
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