Banker Positions

Poppy Bank•Brea, CA

26d

About The Position

Poppy Bank is hiring for banker positions at the New Accounts/Client Service Representative II, New Accounts/Client Service Representative III, and Senior New Accounts/Client Service Representative III levels. Placement depends on experience. The role supports customers with opening and maintaining accounts, selecting financial products and services, and completing account transactions. It also involves cross-selling bank products, supporting branch operations, delivering customer service, and following applicable banking policies and regulations. The positions vary in account complexity and experience requirements. CSR II supports consumer accounts and may open basic business accounts with beginner-level experience. CSR III supports consumer and basic business accounts. The Senior CSR III supports consumer and complex business accounts, provides some backup supervisory support, and may assist business clients with Treasury Services. CSR II and CSR III have no supervisory authority.

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.
Senior New Accounts/CSR III: Excellent judgment and the ability to accept responsibility and handle confidential information.
Senior New Accounts/CSR III: Proficiency with Word, Excel, Outlook, and banking programs.
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 III: Excellent judgment and the ability to accept responsibility and handle confidential information.
New Accounts/CSR III: Proficiency with Word, Excel, Outlook, and banking programs.
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.
New Accounts/CSR II: Excellent judgment and the ability to accept responsibility and handle confidential information.
New Accounts/CSR II: Proficiency with Word, Excel, Outlook, and banking programs.

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, refer customers to appropriate staff or partners, and generate business to support branch profitability and goals.
Partner with other Bank business lines to identify sales opportunities and provide a strong customer experience.
Open and support consumer accounts, including checking, savings, CDs, and IRAs; CSR III and Senior CSR III also support business accounts and Trust & Estate Accounts.
For Senior CSR III, support business clients with Treasury Services such as remote deposit capture, armored services, and courier service.
Maintain knowledge of bank products, applicable laws and procedures, account titling, and required documentation.
Ensure account documentation is approved and uploaded in the core system.
Process teller transactions as needed and maintain an excellent balancing record.
Respond to client account inquiries and requests, and provide courteous service in person and by phone.
Follow 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 friendly and professional attitude, resolve difficult situations tactfully, and provide exemplary customer service.
Proactively identify and retain at-risk customers and look for opportunities to exceed customer expectations.
Complete at least 10 hours of CRA volunteer service per year; volunteer time is compensable and mileage is reimbursed.
For Senior CSR III, make monthly business development calls as assigned in conjunction with the Manager.
For Senior CSR III, process the Daily Large Transaction report and scan it to the Compliance Department by the cutoff time, approve teller large transactions up to the assigned limit, provide supervisor overrides when required, support assigned branch duties, and handle difficult client situations when the Branch Manager or backup is absent.
Perform other duties as assigned.