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Senior Banking New Accounts Specialist
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-08-09
Listing for:
Poppy Bank
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
Poppy Bank is seeking a Client Service Representative at II/III levels to handle new consumer accounts and basic to complex business accounts. The role requires processing all new account transactions, advising clients on account options, and cross-selling Bank products while maintaining compliance with Bank policies and regulations.
There is potential for supervisory responsibilities at higher CSR levels and strong emphasis on customer relations and regulatory knowledge.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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