Banker Positions

Poppy Bank•Roseville, CA

9d•$20 - $29

About The Position

Poppy Bank is hiring for banker positions at the New Accounts/Client Service Representative II, New Accounts/Client Service Representative III, or Senior New Accounts/Client Service Representative III level, depending on experience. These positions open and service consumer and, depending on level, basic or complex business accounts; process account transactions; help clients choose appropriate accounts and financial services; cross-sell bank products and services; maintain and close accounts; perform branch clerical duties; and build client relationships while referring clients to relevant bank staff and partners. All levels are responsible for providing courteous service, maintaining account documentation, processing teller transactions as needed, and complying with applicable banking regulations and bank procedures. The Senior level also supports certain supervisory functions when the Branch Manager or backup is unavailable. All positions require at least 10 hours of CRA volunteer service per year, typically scheduled during business hours; this time is compensable and mileage is reimbursed. The role is performed in a non-confined, office-type setting with a typically quiet-to-moderate noise level. Work involves frequent communication, customer contact, computer and basic business equipment use, sitting, walking, standing, reading, detailed work, problem solving, and handling multiple concurrent tasks and interruptions. Occasional physical activities include lifting up to 15 pounds, pulling, squatting, kneeling, and reaching. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Poppy Bank offers a competitive compensation and benefits package. Compensation depends on factors including relevant experience, education and training, internal equity, geographic location, and other business considerations. Applicants must be available to work Saturdays.

Requirements

Banking teller experience: at least 1 year for New Accounts/CSR II, 2 years for New Accounts/CSR III, or 3 years for Senior New Accounts/CSR III.
Account-opening experience appropriate to the level: beginner consumer-account experience for CSR II; consumer and basic business account experience for CSR III; advanced consumer and complex business account experience for Senior CSR III.
Strong customer relations skills and ability to communicate and work cooperatively and positively with employees and customers; minimum experience is 1 year for CSR II, 2 years for CSR III, and 3 years for Senior CSR III.
Excellent judgment and ability to accept responsibility and handle confidential information.
Proficiency with Word, Excel, Outlook, and banking programs.
Working knowledge of basic banking regulations such as BSA and Information Security is required for CSR III and Senior CSR III.
Availability to work Saturdays.

Nice To Haves

Prior supervisory experience for Senior New Accounts/CSR III.
Beginner experience opening basic business accounts for New Accounts/CSR II.

Responsibilities

Interview and profile customers to recommend appropriate banking products and services.
Identify sales opportunities, cross-sell products and services to new and existing customers, and refer clients to appropriate staff or partners.
Generate new business to support bank profitability and branch goals.
Partner with other bank business lines to identify sales opportunities and provide a strong customer experience.
Open and support consumer accounts and, according to position level, basic or complex business accounts, including checking, savings, CDs, IRAs, and Trust & Estate Accounts where applicable.
For the Senior level, support business clients with Treasury Services such as remote deposit capture check scanners, armored services, and courier service.
Maintain knowledge of bank products and services, applicable new-account laws and procedures, proper account titling, and required documentation.
Ensure account documentation is approved and uploaded into the core system.
Process teller transactions as needed and maintain an excellent balancing record.
Respond to client account inquiries and requests.
Follow banking regulations, including the Bank Secrecy Act, and applicable bank policies and procedures.
Gather data and process assigned reports, such as currency transaction, returned-item, overdraft, or callback reports, as applicable to the position.
Provide expedient and courteous service to clients in person and by phone; listen actively and maintain a friendly, positive, professional attitude.
Proactively identify and retain at-risk customers and look for ways to exceed customer expectations.
For the Senior level, make monthly business-development calls as assigned in conjunction with the Manager.
For the Senior level, process the Daily Large Transaction report and send it to the Compliance Department by the cutoff time; approve teller large transactions up to the assigned limit; provide supervisor overrides when required; assist the Branch Manager or backup with assigned duties; and handle difficult client situations in their absence.
Complete at least 10 hours of CRA volunteer service per year; volunteer time is compensable and mileage is reimbursed.
Perform other duties as assigned.