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Senior Accounts Specialist & Client Advisor

Job in Santa Barbara, Santa Barbara County, California, 93190, USA
Listing for: Poppy Bank
Full Time position
Listed on 2026-07-13
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
Position: Senior New Accounts Specialist & Client Advisor

Poppy Bank seeks a Senior New Accounts/CSR III to manage consumer and complex business accounts in Santa Barbara, California. The ideal candidate should have a minimum of three years in a banking role and be experienced in cross-selling products. Great customer service and compliance knowledge are essential to provide effective solutions and maintain client relations.

This position includes responsibilities such as processing new account transactions and adhering to banking regulations. Become part of a collaborative team committed to outstanding customer experiences.

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Position Requirements
10+ Years work experience
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