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Senior Client Services & New Accounts Specialist

Job in Roseville, Placer County, California, 95678, USA
Listing for: Poppy Bank
Full Time position
Listed on 2026-08-04
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 45000 - 64000 USD Yearly USD 45000.00 64000.00 YEAR
Job Description & How to Apply Below

Poppy Bank in California seeks a Client Service Representative at Senior New Accounts/CSR III level, or CSR II/III, with knowledge to open consumer and complex business accounts, process all new account transactions, and cross-sell bank products.

You will maintain and close accounts, perform branch clerical duties, promote business for the Bank by maintaining good client relations, and refer clients to staff for new services; ensure compliance with state and federal banking regulations.

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Position Requirements
10+ Years work experience
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