Job Type
Full-time
Description
Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today!
Summary : Senior New Accounts / CSR III :
The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Summary : New Accounts / CSR III :
The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Summary : New Accounts / CSR II :
The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Qualifications : Senior New Accounts / CSR III :
- A minimum of three years banking teller experience is required
- Advanced experience with opening consumer accounts and complex business accounts is required
- Prior supervisory experience is preferred
- Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner
- Possesses strong knowledge of basic banking regulations such as BSA and Information Security
- Must possess excellent judgment and the ability to accept responsibility and handle confidential information
- Must be proficient in using Word, Excel, and Outlook applications and banking programs
Qualifications : New Accounts / CSR III :
A minimum of 2 years banking teller experience is requiredExperience with opening consumer accounts and basic business accounts is requiredMinimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive mannerPossesses working knowledge of basic banking regulations such as BSA and Information SecurityMust possess excellent judgment and the ability to accept responsibility and handle confidential informationMust be proficient in using Word, Excel, and Outlook applications and banking programsQualifications : New Accounts / CSR II :
A minimum of one year of banking teller experience is requiredBeginner experience with opening consumer accounts is requiredBeginner experience opening basic business accounts is preferredMinimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive mannerMust possess excellent judgment and the ability to accept responsibility and handle confidential informationMust be proficient in using Word, Excel, and Outlook applications and banking programsEssential Duties : Senior New Accounts / CSR III :
Effectively interviews and profiles customers to recommend appropriate banking products and servicesActively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and / or partner(s) as neededGenerates new business to assist in meeting bank profitability and branch goalsEffectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experienceIn conjunction with the Manager, makes monthly business development calls as assignedOpen and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate AccountsSupport business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier ServiceMaintains thorough knowledge of bank products and servicesMaintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentationEnsures all documentation is approved and uploaded in the core systemProcesses teller transactions as needed and maintains an excellent balancing recordResponds to client inquiries and requests regarding accountAdheres to Banking regulations, including but not limited to Bank Secrecy ActAs assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.)Provide expedient and courteous service to all clients both in person and on the phoneConsistently models exemplary customer serviceActively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacyProactively identify and retain "at-risk" customersLook for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel specialMinimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursedOther duties as assignedEssential Duties : New Accounts / CSR III :
Effectively interviews and profiles customers to recommend appropriate banking products and servicesActively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and / or partner(s) as neededGenerates new business to assist in meeting bank profitability and branch goalsEffectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experienceOpen and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate AccountsMaintains thorough knowledge of bank products and servicesMaintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentationEnsures all documentation is approved and uploaded in the core systemProcesses teller transactions as needed and maintains an excellent balancing recordResponds to client inquiries and requests regarding accountAdheres to Banking regulations, including but not limited to Bank Secrecy ActGather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assignedProvide expedient and courteous service to all clients both in person and on the phoneConsistently models exemplary customer serviceActively listens to customers and maintains a friendly, positive, professional attitudeProactively identify and retain "at-risk" customersLook for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel specialMinimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursedOther duties as assignedEssential Duties : New Accounts / CSR II :
Effectively interviews and profiles customers to recommend appropriate banking products and servicesActively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and / or partner(s) as neededGenerates new business to assist in meeting bank profitability and branch goalsOpen and support consumer and business checking, savings, CDs & IRAsMaintains thorough knowledge of bank products and servicesMaintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentationEnsures all documentation is approved and uploaded in the core systemProcesses teller transactions as needed and maintains an excellent balancing recordResponds to client inquiries and requests regarding accountAdheres to Banking regulations, including but not limited to Bank Secrecy ActProvide expedient and courteous service to all clients both in person and on the phoneConsistently models exemplary customer serviceActively listens to customers and maintains a friendly, positive, professional attitudeProactively identify and retain "at-risk" customersLook for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel specialMinimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursedOther duties as assignedSupervisory Responsibilities : New Accounts / CSR II & New Accounts CSR III : None
Back Up Supervisory Responsibilities : Senior New Accounts / CSR III :
Processes Daily Large Transaction report and scans to Compliance Department by established cutoff timeApproves large transactions for teller staff up to assigned limitProvides supervisor override for transactions requiring supervisor reviewSupports Branch Manager or his / her back up with various assigned dutiesHandles difficult client situations in the absence of the Branch Manager or his / her backupPhysical / Mental Demands & Work Environment :
The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.
Requirements
See qualifications above.
Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
For San Francisco Postings, review Fair Chance Ordinance .
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Salary Description
$20.00-$28.60 / hour DOE
