Banker Positions

Poppy Bank•Del Mar, CA

13h

About The Position

Poppy Bank is hiring for Client Service Representative II, III, and Senior-level positions, with placement depending on experience. The role serves clients by opening and maintaining consumer and business accounts, helping clients choose banking products and services, processing transactions, and providing courteous service in person and by phone. The account types and complexity supported vary by level: CSR II supports consumer accounts; CSR III supports consumer and basic business accounts; and the Senior CSR III supports consumer and complex business accounts, including Treasury Services and Trust & Estate accounts. The positions also promote bank business through cross-selling, referrals, and relationship-building, and ensure compliance with bank policies and applicable banking regulations. The work is performed in a non-confined office-type setting where employees can move about freely. The environment is typically quiet to moderately noisy. The role involves frequent client contact and communication, use of basic business equipment, and a range of clerical, analytical, and customer-service tasks. Employees are expected to complete at least 10 CRA volunteer hours annually; these hours are typically scheduled during business hours, are compensable, and mileage is reimbursed.

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 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 BSA and Information Security.
Senior New Accounts/CSR III: Excellent judgment and 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 ability to communicate and work cooperatively and positively with employees and customers.
New Accounts/CSR III: Working knowledge of basic banking regulations, such as BSA and Information Security.
New Accounts/CSR III: Excellent judgment and 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 ability to communicate and work cooperatively and positively with employees and customers.
New Accounts/CSR II: Excellent judgment and 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 bank products and services, and refer clients to appropriate staff or partners.
Generate business in support of bank profitability and branch goals, and partner with other business lines to support sales and customer experience.
Open and support accounts appropriate to the position level, including checking, savings, CDs, IRAs, business accounts, and, for the Senior level, Trust & Estate accounts.
For Senior-level duties, support business clients with Treasury Services, including remote deposit capture (check scanner), armored services, and courier service.
Maintain knowledge of bank products, applicable account-opening laws and procedures, proper 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, providing expedient and courteous service in person and by phone.
Comply with banking regulations, including the Bank Secrecy Act, and applicable bank policies and procedures.
Gather data and process reports as assigned, such as currency transaction, returned-item, overdraft, and callback reports.
Provide exemplary customer service, listen actively, maintain a friendly and professional attitude, and resolve difficult situations with tact and diplomacy where applicable.
Proactively identify and retain at-risk customers and seek opportunities to exceed customer expectations.
Complete at least 10 CRA volunteer hours per year.
For Senior-level backup supervisory responsibilities, process the Daily Large Transaction report and send it to Compliance by the established cutoff, approve large 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 when management is absent.
Perform other duties as assigned.