Senior Accounts CSR: Banking & Client Solutions

Poppy Bank seeks a Senior New Accounts/CSR III to open new consumer and complex business accounts, process transactions, and cross-sell financial services. The role emphasizes compliance with state and federal banking regulations and relies on confident client relations and accurate clerical support in-office operations.

The candidate will manage customer onboarding, balance accuracy, and problem resolution while partnering with staff to refer clients for additional services, all within a

We have an opening for a Senior New Accounts CSR:
Banking & Client Solutions in San Rafael, CA, United States within Finance.

This role, Senior New Accounts CSR:
Banking & Client Solutions at Poppy, could be your next career step.

Are you ready to take on the Senior New Accounts CSR:
Banking & Client Solutions role at Poppy?

We would love to welcome a new Senior New Accounts CSR:
Banking & Client Solutions to our team in San Rafael, CA, United States.