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Versatile Banking Associate Position

2 months ago

Folsom, California, United States Poppy Bank Full time

Job Type:
Full-time

Position Overview:
Depending on your experience, you may qualify for the role of Client Services Representative II, III, or Senior Client Services Representative Floater. Below are the details of the position, and we look forward to discussing this opportunity with you.

Role Summary: Senior New Accounts/CSR III (Floater):
This role requires expertise in establishing new consumer and complex business accounts. Responsibilities include processing all new account transactions, assisting clients in selecting suitable accounts and financial services, actively promoting the Bank's products and services, managing the maintenance and closure of various account types, and performing clerical duties within the branch. The position involves travel and adherence to all Bank policies and applicable regulations.

Role Summary: New Accounts/CSR III (Floater):
This role necessitates knowledge and skills in opening new consumer and basic business accounts. Responsibilities include processing all new account transactions, assisting clients in selecting suitable accounts and financial services, actively promoting the Bank's products and services, managing the maintenance and closure of various account types, and performing clerical duties within the branch. The position involves travel and compliance with all Bank policies and regulations.

Role Summary: New Accounts/CSR II (Floater):
This role requires knowledge and skills in opening new consumer accounts. Responsibilities include processing all new account transactions, assisting clients in selecting suitable accounts and financial services, actively promoting the Bank's products and services, managing the maintenance and closure of various account types, and performing clerical duties within the branch. The position involves travel and compliance with all Bank policies and regulations.

Qualifications: Senior New Accounts/CSR III (Floater):

  • Minimum of three years of banking teller experience required.
  • Advanced experience in opening consumer and complex business accounts required.
  • Prior supervisory experience preferred.
  • Strong customer relations skills with the ability to communicate effectively.
  • Strong knowledge of basic banking regulations such as BSA and Information Security.
  • Excellent judgment and ability to handle confidential information.
  • Proficient in Word, Excel, Outlook, and banking software.
Qualifications: New Accounts/CSR III (Floater):
  • Minimum of two years of banking teller experience required.
  • Experience in opening consumer and basic business accounts required.
  • Strong customer relations skills with effective communication abilities.
  • Working knowledge of basic banking regulations such as BSA and Information Security.
  • Excellent judgment and ability to handle confidential information.
  • Proficient in Word, Excel, Outlook, and banking software.
Qualifications: New Accounts/CSR II (Floater):
  • Minimum of one year of banking teller experience required.
  • Beginner experience in opening consumer accounts required.
  • Beginner experience in opening basic business accounts preferred.
  • Strong customer relations skills with effective communication abilities.
  • Excellent judgment and ability to handle confidential information.
  • Proficient in Word, Excel, Outlook, and banking software.
Key Responsibilities: Senior New Accounts/CSR III (Floater):
  • Conduct interviews to recommend suitable banking products and services.
  • Utilize sales opportunities to cross-sell bank products and services.
  • Generate new business to meet profitability and branch goals.
  • Collaborate with other business lines to enhance customer experience.
  • Open and support various consumer and business accounts.
  • Maintain thorough knowledge of bank products and services.
  • Ensure compliance with New Account laws and documentation.
  • Process teller transactions as needed.
  • Respond to client inquiries regarding accounts.
  • Adhere to banking regulations, including the Bank Secrecy Act.
  • Provide exceptional service to clients both in person and on the phone.
  • Actively listen to customers and maintain a professional demeanor.
  • Identify and retain at-risk customers.
  • Perform additional duties as assigned.
Key Responsibilities: New Accounts/CSR III (Floater):
  • Conduct interviews to recommend suitable banking products and services.
  • Utilize sales opportunities to cross-sell bank products and services.
  • Generate new business to meet profitability and branch goals.
  • Open and support various consumer and business accounts.
  • Maintain thorough knowledge of bank products and services.
  • Ensure compliance with New Account laws and documentation.
  • Process teller transactions as needed.
  • Respond to client inquiries regarding accounts.
  • Adhere to banking regulations, including the Bank Secrecy Act.
  • Provide exceptional service to clients both in person and on the phone.
  • Actively listen to customers and maintain a professional demeanor.
  • Identify and retain at-risk customers.
  • Perform additional duties as assigned.
Key Responsibilities: New Accounts/CSR II (Floater):
  • Conduct interviews to recommend suitable banking products and services.
  • Utilize sales opportunities to cross-sell bank products and services.
  • Generate new business to meet profitability and branch goals.
  • Open and support various consumer and business accounts.
  • Maintain thorough knowledge of bank products and services.
  • Ensure compliance with procedures and documentation.
  • Process teller transactions as needed.
  • Respond to client inquiries regarding accounts.
  • Adhere to banking regulations, including the Bank Secrecy Act.
  • Provide exceptional service to clients both in person and on the phone.
  • Actively listen to customers and maintain a professional demeanor.
  • Identify and retain at-risk customers.
  • Perform additional duties as assigned.
Physical and Mental Demands:
The incumbent will frequently engage in tasks that involve writing, typing, speaking, listening, and operating basic business equipment. The work environment is typically quiet to moderate in noise level, and travel is required, primarily local during business hours. Reasonable accommodations may be made for individuals with disabilities to perform essential functions.

Equal Employment Opportunity:
Poppy Bank is committed to providing equal employment opportunities to all employees and applicants, prohibiting discrimination and harassment of any type.