Client Accounts Specialist – Accounts & Service

Poppy Bank is looking for skilled Client Service Representatives at Senior New Accounts/CSR levels to support both consumer and business accounts. The role emphasizes cross-selling, documentation accuracy, and regulatory compliance across banking products.

Ideal candidates have prior teller experience, strong customer relations, and proficiency with Word, Excel, and Outlook. This on-site position offers opportunities to advance within CSR levels and supervision tracks.

We have an opening for a Client Accounts Specialist – New Accounts & Service in Petaluma, CA, United States within Finance, Sales.

We are seeking a motivated Client Accounts Specialist – New Accounts & Service to join Poppy Bank in Petaluma, CA, United States.

Consider building your career as a Client Accounts Specialist – New Accounts & Service at Poppy Bank.

The Client Accounts Specialist – New Accounts & Service position in the Finance, Sales field is open for applications.