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Client-Centric Banking Pro: Accounts CSR

Job in San Ramon, Contra Costa County, California, 94583, USA
Listing for: Poppy
Full Time position
Listed on 2026-10-20
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 55000 - 85000 USD Yearly USD 55000.00 85000.00 YEAR
Job Description & How to Apply Below
Position: Client-Centric Banking Pro: New Accounts CSR

Poppy Bank is seeking a Client Service Representative II/III to open consumer and business accounts, cross-sell services, and maintain client relations. The role emphasizes accuracy, regulatory compliance, and excellent customer service across banking products.

The position requires experience with consumer and business accounts, strong communication, and proficiency with Word, Excel, and Outlook. Growth into senior CSR tracks is possible.

For the Client-Centric Banking Pro:
New Accounts CSR position at Poppy, we are reviewing applications now.

The advertised compensation is 55.000 - 85.000.

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-Centric Banking Pro:
New Accounts CSR role in the description above.

We appreciate your interest in this position.

Join Poppy and contribute to our ongoing work.

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