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

3 days ago

Danville, CA, United States Workway Full time

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. We currently have a New Accounts/CSR II, CSR III, or Senior-Level opportunity available with a well-established and nationally recognized bank. This organization is recognized for its robust financial stability, comprehensive benefits, and opportunities for career growth. If you're looking to advance your career in banking with a company that values professional development and exceptional customer service, this is the opportunity for you.

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), Armoured, 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.
Specific 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 demeanour 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, 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 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, colour, 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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