Banker Positions

Poppy Bank•Palm Desert, CA

just now•$20 - $29

About The Position

Poppy Bank is hiring for a banker position at the New Accounts/Client Service Representative II, III, or Senior III level, depending on experience. The role supports clients with opening, maintaining, and closing accounts; identifying suitable banking products and services; and receiving courteous, knowledgeable service. All levels process new-account transactions, perform teller and branch clerical duties as needed, promote bank business through client relationships and referrals, and comply with bank policies and applicable state and federal regulations. The Senior New Accounts/CSR III handles consumer and complex business accounts and has designated backup supervisory responsibilities. The New Accounts/CSR III handles consumer and basic business accounts and has no supervisory authority. The New Accounts/CSR II focuses on consumer accounts and has no supervisory authority. Duties vary by level and include account opening and documentation, cross-selling, client support, teller transactions, and maintaining knowledge of applicable banking procedures. Each level is required to complete at least 10 CRA volunteer hours annually; these hours are typically scheduled during business hours, are compensable, and mileage is reimbursed. The position is performed in a non-confined, office-type setting where the employee can move about freely. The environment is typically quiet to moderately noisy. The work involves frequent client contact, communication, computer and basic business equipment use, sitting, walking, standing, reading, detailed work, problem-solving, and handling multiple tasks and interruptions. The employee may occasionally lift up to 15 pounds, pull, squat, kneel, and reach. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Poppy Bank offers a competitive compensation and benefits package. Individual compensation depends on factors such as experience, education and training, internal equity, geographic location, and other business considerations.

Requirements

Senior New Accounts/CSR III: At least three years of banking teller experience.
Senior New Accounts/CSR III: Advanced experience opening consumer accounts 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 the Bank Secrecy Act 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 the Bank Secrecy Act 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.

Nice To Haves

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

Responsibilities

Interview and profile customers to recommend appropriate banking products and services.
Cross-sell bank products and services to new and existing customers, ensuring recommendations meet customer needs and referring clients to appropriate staff or partners.
Generate business to support bank profitability and branch goals.
Partner with other bank business lines to identify sales opportunities and provide a positive customer experience.
Open and support consumer and, depending on level, business checking, savings, certificate of deposit, IRA, and Trust & Estate accounts.
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, services, new-account laws and procedures, account titling, and required documentation, as applicable to the level.
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 transactions, returned items, overdrafts, and callbacks, as applicable to the level.
Provide courteous and timely service to clients in person and by phone; listen actively and maintain a friendly, positive, professional attitude.
Identify and retain at-risk customers, resolve difficult situations as applicable, and seek opportunities to exceed customer expectations.
Complete at least 10 CRA volunteer hours per year; hours are typically scheduled during business hours and are compensable, with mileage reimbursed.
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 established cutoff time; approve large teller 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.