New Accounts/CSR II, CSR III, or Senior level

1 week ago

San Jose, CA, United States Workway Full time

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a New Accounts/CSR II, CSR III, or Senior level (Floater) opportunity with a fast-growing financial institution recognized for its strong community presence, innovative banking solutions, and commitment to supporting both clients and employees with exceptional service and career growth opportunities.

New Accounts/CSR II, CSR III, or Senior level (Floater) is responsible for the specific duties listed below.

Your specific duties will include:
Senior New Accounts/CSR III

  • Open and manage consumer and complex business accounts.
  • Cross-sell banking products and services to existing and new clients.
  • Maintain and close account types while ensuring compliance with regulations.
  • Provide exceptional client service and refer customers to appropriate departments.
  • Support business clients with Treasury Services, such as RDC (Check Scanner), Armored, and Courier Service.
  • Adhere to the Bank Secrecy Act and regulatory requirements.
New Accounts/CSR III
  • Open and support consumer and basic business checking, savings, CDs, IRAs, and Trust & Estate Accounts.
  • Identify sales opportunities and provide outstanding customer service.
  • Maintain and update knowledge of bank products and compliance regulations.
  • Process teller transactions and maintain a strong balancing record.
  • Perform compliance reviews and document all account details accurately.
  • Adhere to the Bank Secrecy Act and regulatory policies.
New Accounts/CSR II
  • Open consumer checking and savings accounts.
  • Assist customers in selecting the right banking products.
  • Perform teller transactions while maintaining accuracy and professionalism.
  • Maintain a strong working knowledge of banking regulations and policies.
  • Provide friendly, professional customer service to all clients.
Required qualifications for the position include:
Senior New Accounts/CSR III
  • Minimum three years of banking teller experience.
  • Advanced experience with opening consumer and complex business accounts.
  • Prior supervisory experience is preferred.
  • Strong knowledge of BSA regulations and information security.
  • Proficient in Microsoft Word, Excel, and Outlook.
New Accounts/CSR III
  • Minimum two years of banking teller experience.
  • Experience with opening consumer and basic business accounts.
  • Strong customer service skills and the ability to work in a team.
  • Working knowledge of BSA regulations and information security.
  • Proficient in Microsoft Office Suite.
New Accounts/CSR II
  • Minimum one year of banking teller experience.
  • Beginner-level experience opening consumer accounts (basic business account experience is a plus).
  • Strong customer service skills.
  • Ability to maintain a professional demeanor and provide top-notch client service.
Pay Rate Range:
  • New Accounts/CSR II: $20 - $23 per hour
  • New Accounts/CSR III: $22.50 - $27.50 per hour
  • Senior New Accounts/CSR III: $24.00 - $31.90 per hour
Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental and vision as well as a 401(k) plan.

Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today

Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations and ordinances. For our complete EEO & Pay Transparency statement, please visit http://www.workway.com/EEO . To receive state and federal compliance posters, e-mail hr@workway.com or call 972.514.1515.

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