Banker Positions

Poppy Bank•Santa Rosa, CA

18h•$20 - $29•Onsite

About The Position

This document outlines several banker positions, including Senior New Accounts/CSR III, New Accounts/CSR III, and New Accounts/CSR II. These roles are responsible for opening new consumer and business accounts, processing transactions, assisting clients with financial services, cross-selling bank products, and maintaining client relations. All positions require working in an office setting and ensuring compliance with banking regulations and policies. The specific level depends on experience, with Senior New Accounts/CSR III having some back-up supervisory responsibilities.

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 (Senior New Accounts/CSR III)
Must be proficient in using Word, Excel, and Outlook applications and banking programs (Senior New Accounts/CSR III)
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)
Must possess excellent judgment and the ability to accept responsibility and handle confidential information (New Accounts/CSR III)
Must be proficient in using Word, Excel, and Outlook applications and banking programs (New Accounts/CSR III)
Ability to multi-task in a fast-paced environment (New Accounts/CSR III)
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)
Must possess excellent judgment and the ability to accept responsibility and handle confidential information (New Accounts/CSR II)
Must be proficient in using Word, Excel, and Outlook applications and banking programs (New Accounts/CSR II)
Ability to multi-task in a fast-paced environment (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 account
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 New Accounts/CSR III)
Approving large transactions for teller staff up to assigned limit (Senior New Accounts/CSR III)
Providing supervisor override for transactions requiring supervisor review (Senior New Accounts/CSR III)
Supporting Branch Manager or his/her back up with various assigned duties (Senior New Accounts/CSR III)
Handling difficult client situations in the absence of the Branch Manager or his/her backup (Senior New Accounts/CSR III)