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Senior Accounts & Client Services Specialist

Job in Rocklin, Placer County, California, 95765, USA
Listing for: Poppy Bank
Full Time position
Listed on 2026-07-13
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 42000 - 64000 USD Yearly USD 42000.00 64000.00 YEAR
Job Description & How to Apply Below
Position: Senior New Accounts & Client Services Specialist

Poppy Bank is seeking a Client Service Representative at multiple levels to open new consumer and business accounts, process transactions, and cross-sell bank products. The role emphasizes accurate account maintenance, client relations, and adherence to all bank policies and federal/state regulations.

Senior CSR III brings supervisory expectations, usually 3+ years teller experience, and strong regulatory knowledge, while CSR II/III focus on consumer and basic business accounts with

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Position Requirements
10+ Years work experience
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