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Customer Service Representative III

4 months ago


Napa, California, United States Nelson Connects Full time
Banking New Account Customer Service Representative III

We are currently looking to hire a Banking New Account Customer Service Representative III to join our team at a family-owned bank located in the Napa Area. As a well-established institution in Napa, we have a strong base of loyal customers who have been with us for a long time. We are seeking a candidate who can effectively manage existing client relationships while also attracting new clients to foster a collaborative and rewarding banking experience.

The ideal candidate should possess expertise in opening new consumer and basic business accounts. Responsibilities include processing new account transactions, guiding clients in selecting suitable accounts and financial services, cross-selling the bank's products, maintaining and closing various account types, performing clerical duties at the branch, cultivating positive client relationships, and referring clients to appropriate staff for additional services. Compliance with bank policies and regulatory requirements is essential.

Key Qualities:

  • Dynamic and amiable personality with strong communication skills
  • Minimum 3-5 years of banking experience, starting from a teller position
  • Experience in managing both personal and business accounts

This role presents significant growth opportunities as our bank plans to expand its branch network to over 35 locations in the next two years and double that within a decade.

Work Schedule: Monday to Friday from 8:00 am to 5:00 pm

Compensation: Salary range to be discussed based on experience with bonus potential. Comprehensive benefits package offered, including medical, dental, retirement plans, and more.

About the Company

If you are seeking a new career opportunity, the knowledgeable team at Nelson Connects specializes in recruiting and staffing services across various industries and organizations. From Fortune 100 companies to local businesses, we assist individuals in finding exciting roles that match their skills and preferences. Our transparent and authentic approach, coupled with exceptional service, sets us apart in the recruitment industry. Whether you are an industry veteran or just starting your career, we are here to help you discover the job you've been searching for.



We believe in transparently disclosing salary ranges in compliance with state regulations, ensuring clarity throughout the hiring process. Qualified candidates with previous criminal records will be evaluated for employment opportunities as per applicable regulations and local laws, promoting inclusivity and diversity in our workforce.

We offer temporary associate benefits including medical, dental, vision coverage, and other essential benefits mandated by state regulations. Nelson Connects is an equal opportunity employer that values diversity and does not discriminate based on race, color, religion, gender, sexual orientation, national origin, veteran status, disability, or any other legally protected status.