Banker Positions

Poppy Bank•Palm Desert, CA

12h•Onsite

About The Position

This role offers opportunities to advance to Client Service Representative II, III, or Senior level Client Service Representative based on experience. The position involves opening new consumer and business accounts, processing transactions, assisting clients with account selection, cross-selling bank products and services, maintaining account types, performing clerical duties, and promoting the bank through good client relations. Compliance with all bank policies, procedures, and banking regulations is essential.

Requirements

Minimum of three years banking teller experience is required (Senior New Accounts/CSR III).
Advanced experience with opening consumer accounts and complex business accounts is required (Senior New Accounts/CSR III).
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 (Senior New Accounts/CSR III).
Possesses strong knowledge of basic banking regulations such as BSA and Information Security (Senior New Accounts/CSR III).
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.
A minimum of 2 years banking teller experience is required (New Accounts/CSR III).
Experience with opening consumer accounts and basic business accounts is required (New Accounts/CSR III).
Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner (New Accounts/CSR III).
Possesses working knowledge of basic banking regulations such as BSA and Information Security (New Accounts/CSR III).
A minimum of one year of banking teller experience is required (New Accounts/CSR II).
Beginner experience with opening consumer accounts is required (New Accounts/CSR II).
Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner (New Accounts/CSR II).

Nice To Haves

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

Responsibilities

Opening new consumer and complex business accounts.
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.
Promoting business for the Bank by maintaining good client relations.
Referring clients to appropriate staff and partners for new services.
Ensuring compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Effectively interviewing and profiling customers to recommend appropriate banking products and services.
Actively taking advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers.
Generating new business to assist in meeting bank profitability and branch goals.
Effectively partnering with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience.
Opening and supporting consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts.
Supporting business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service.
Maintaining thorough knowledge of bank products and services.
Staying abreast of applicable New Account laws, procedures, proper account titling, and required documentation.
Ensuring all documentation is approved and uploaded in the core system.
Processing teller transactions as needed and maintaining an excellent balancing record.
Responding to client inquiries and requests regarding accounts.
Adhering to Banking regulations, including but not limited to Bank Secrecy Act.
Gathering data and processing various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned.
Providing expedient and courteous service to all clients both in person and on the phone.
Consistently modeling exemplary customer service.
Actively listening to customers and maintaining a friendly, positive, professional attitude.
Resolving difficult situations with creativity, tact, and diplomacy.
Proactively identifying and retaining "at-risk" customers.
Looking for ways to pleasantly surprise customers.
Completing a minimum of 10 hours CRA volunteer hours per year.
Processing Daily Large Transaction report and scanning to Compliance Department by established cutoff time (Senior role).
Approving large transactions for teller staff up to assigned limit (Senior role).
Providing supervisor override for transactions requiring supervisor review (Senior role).
Supporting Branch Manager or his/her back up with various assigned duties (Senior role).
Handling difficult client situations in the absence of the Branch Manager or his/her backup (Senior role).