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Senior Accounts & CSR Specialist; Floater

Job in Pleasanton, Alameda County, California, 94566, USA
Listing for: Poppy Bank
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking & Finance
  • Customer Service/HelpDesk
    Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Senior New Accounts & CSR Specialist (Floater)
A regional banking institution in Pleasanton seeks Client Service Representatives at various levels (II, III, Senior). Candidates should have substantial banking experience, strong customer relations skills, and proficiency in financial services. The role involves supporting various branches, assisting clients with account services, and cross-selling banking products. Excellent judgment and knowledge of banking regulations are essential. Travel is required for this position.
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Position Requirements
10+ Years work experience
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