Client Services & Accounts Specialist
Listed on 2026-10-12
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Finance & Banking
Bank Customer Service, Banking & Finance, Financial Sales -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Poppy Bank in California seeks Client Service Representatives at II/III/Senior levels to handle opening new consumer and business accounts, process transactions, and cross-sell financial products. The role emphasizes ensuring compliance with bank policies and regulations while delivering excellent client service.
Ideal candidates have banking experience, strong customer relations, and proficiency with Word, Excel, and Outlook. Knowledge of BSA and information security is preferred.
Are you ready to take on the Client Services & New Accounts Specialist role at Poppy Bank?
We have an opening for a Client Services & New Accounts Specialist in Pleasanton, CA, United States within Finance, Sales.
This role, Client Services & New Accounts Specialist at Poppy Bank, could be your next opportunity.
We would love to welcome a new Client Services & New Accounts Specialist to our organisation in Pleasanton, CA, United States.
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