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Client Accounts & Service Specialist - Accounts

Job in San Rafael, Marin County, California, 94911, USA
Listing for: Poppy Bank
Full Time position
Listed on 2026-10-06
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Bank Customer Service, Account Manager, Bilingual
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Client Accounts & Service Specialist - New Accounts

Poppy Bank is hiring for Senior New Accounts/CSR III and related CSR roles in California. The position requires expertise in opening consumer and complex business accounts, cross-selling, and maintaining customer relationships in a fast-paced office environment. Compliance with bank policies and state/federal regulations is essential.

Roles vary by level (II–III) with supervisory duties at higher levels and a strong emphasis on accurate documentation and customer service excellence.

Are you ready to take on the Client Accounts & Service Specialist
- New Accounts role at Poppy Bank?

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Client Accounts & Service Specialist
- New Accounts role in the description above.

We appreciate your interest in this position.

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