Banker Positions

Poppy Bank•Palm Desert, CA

About The Position

Poppy Bank is hiring for one of three levels: Senior New Accounts/Client Service Representative III, New Accounts/Client Service Representative III, or New Accounts/Client Service Representative II, depending on experience. The role opens and maintains customer accounts, processes transactions, helps clients select banking products and services, cross-sells appropriate offerings, supports branch operations, and builds positive client relationships. Employees are expected to follow bank policies and applicable banking regulations and provide courteous, attentive service. Senior-level duties include supporting complex business accounts and Treasury Services and providing limited supervisory backup when assigned. The listed pay range is $20.00–$28.60 per hour, depending on experience and other factors. Poppy Bank offers a competitive compensation and benefits package. The posting does not specify individual benefits. The role includes a minimum of 10 compensable CRA volunteer hours per year; mileage is reimbursed. The position works in a non-confined, office-type environment, typically with quiet to moderate noise. Reasonable accommodations may be made for individuals with disabilities.

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, including 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, including 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.
Physical demands include frequent writing, typing, speaking, listening, sitting, walking, standing, reading, detailed work, client contact, and communication; occasional lifting of up to 15 pounds, pulling, squatting, kneeling, and reaching.

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 suitable banking products and services.
Identify sales opportunities, cross-sell products and services, refer clients to appropriate staff or partners, and help meet branch and bank goals.
Build relationships with clients and provide courteous, professional service in person and by phone; respond to account inquiries and requests.
Open, support, maintain, and close consumer and, where applicable, business accounts, including checking, savings, CDs, IRAs, and Trust and Estate accounts.
For senior-level roles, support business clients with Treasury Services such as remote deposit capture, armored services, and courier service.
Maintain knowledge of bank products, account-opening laws and procedures, proper account titling, and required documentation; ensure documentation is approved and uploaded to the core system.
Process teller transactions as needed and maintain an excellent balancing record.
Follow bank policies and applicable banking regulations, including the Bank Secrecy Act.
Gather data and process reports as assigned, such as currency transactions, returned items, overdrafts, and callbacks.
Listen actively, maintain a positive and professional attitude, resolve difficult situations tactfully, and proactively identify and retain at-risk customers.
Complete at least 10 CRA volunteer hours annually; volunteer hours are typically scheduled during business hours and are compensable, with mileage reimbursed.
Senior-level backup duties may include processing the Daily Large Transaction report, approving teller transactions up to an assigned limit, providing transaction overrides, assisting the Branch Manager or backup, and handling difficult client situations in their absence.
Perform other duties as assigned.