Banker Positions

Poppy Bank•Walnut Creek, CA

12d

About The Position

Poppy Bank is hiring for New Accounts/Client Service Representative positions at the II, III, and Senior III levels, with placement depending on experience. These roles open and maintain consumer and business accounts, help clients select banking products and services, cross-sell relevant offerings, process transactions, perform branch clerical duties, and promote business through strong client relationships and referrals. All levels are responsible for providing courteous, professional service and following applicable bank policies and banking regulations. The Senior III role handles complex business accounts, supports business clients with certain treasury services, and has assigned backup supervisory duties. CSR III handles basic business accounts, while CSR II primarily handles consumer accounts. The positions include at least 10 hours of CRA volunteer service annually, typically scheduled during business hours; this time is compensable and mileage is reimbursed. Work takes place in a non-confined office-type setting with a typically quiet-to-moderate noise level. The role involves frequent client interaction, communication, computer and basic business equipment use, detailed work, problem-solving, and multiple concurrent tasks. Occasional physical activity includes lifting up to 15 pounds, pulling, squatting, kneeling, and reaching. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Compensation is listed at $20.00–$31.90 per hour, depending on experience and other factors. Poppy Bank offers a competitive compensation and benefits package; specific benefits are not enumerated in the posting. The employer states that it provides equal employment opportunities and prohibits discrimination and harassment.

Requirements

Senior New Accounts/CSR III: At least three years of banking teller experience.
Senior New Accounts/CSR III: Advanced experience opening consumer and complex business accounts.
Senior New Accounts/CSR III: At least three years of strong customer relations skills and the ability to communicate and work cooperatively and positively with employees and customers.
Senior New Accounts/CSR III: Strong knowledge of basic banking regulations such as BSA and Information Security.
New Accounts/CSR III: At least two years of banking teller experience.
New Accounts/CSR III: Experience opening consumer and basic business accounts.
New Accounts/CSR III: At least two years of strong customer relations skills and the ability to communicate and work cooperatively and positively with employees and customers.
New Accounts/CSR III: Working knowledge of basic banking regulations such as BSA and Information Security.
New Accounts/CSR II: At least one year of banking teller experience.
New Accounts/CSR II: Beginner experience opening consumer accounts.
New Accounts/CSR II: At least one year of strong customer relations skills and the ability to communicate and work cooperatively and positively with employees and customers.
All levels: Excellent judgment and the ability to accept responsibility and handle confidential information.
All levels: Proficiency with Word, Excel, Outlook, and banking programs.
All levels: Ability to perform the stated essential duties and physical and mental demands, with reasonable accommodations where applicable.

Nice To Haves

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

Responsibilities

Interview and profile customers to recommend appropriate banking products and services.
Identify sales opportunities, cross-sell products and services that meet customer needs, and refer clients to appropriate staff or partners.
Generate new business to support bank profitability and branch goals, and partner with other business lines to improve the customer experience.
Open and support consumer and business accounts, including checking, savings, certificates of deposit, and IRAs; Senior III and CSR III also support Trust & Estate accounts.
For Senior III, support business clients with treasury services such as remote deposit capture/check scanners, armored services, and courier services.
Maintain knowledge of bank products and services, applicable account-opening laws and procedures, account titling, and required documentation.
Ensure 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 reports as assigned, such as currency transactions, returned items, overdrafts, and callbacks.
Provide prompt and courteous service in person and by phone, listen actively, and maintain a friendly, positive, professional attitude.
Resolve difficult situations with creativity, tact, and diplomacy where applicable; identify and retain at-risk customers and seek ways to exceed customer expectations.
Complete at least 10 hours of CRA volunteer service each year; volunteer time is compensable and mileage is reimbursed.
For Senior III, make assigned monthly business development calls in conjunction with the Manager.
For Senior III, process the Daily Large Transaction report and submit it to Compliance by the established cutoff, approve teller staff large transactions up to the assigned limit, provide supervisor overrides when required, support the Branch Manager or backup with assigned duties, and handle difficult client situations in their absence.
Perform other duties as assigned.