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Senior Accounts CSR — Banking & Client Solutions
Job in
San Mateo, San Mateo County, California, 94409, USA
Listed on 2026-07-01
Listing for:
Poppy Bank
Full Time
position Listed on 2026-07-01
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
A financial institution in San Mateo is seeking a Client Service Representative III to handle new consumer and business accounts while ensuring excellent customer service. The ideal candidate will have significant experience in banking and knowledge of regulations. Responsibilities include cross-selling products and assisting clients in selecting services. Applicants must demonstrate strong communication skills and a customer-focused approach. This role emphasizes building client relationships and maintaining adherence to banking policies.
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Position Requirements
10+ Years
work experience
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