Banker Positions

Poppy Bank•Brea, CA

4h•$20 - $29

About The Position

Poppy Bank is hiring for banker positions at the Client Service Representative II, III, or Senior level, depending on experience. These branch-based roles open and maintain consumer and business accounts, process transactions, assist clients in selecting banking products and services, cross-sell offerings, and support business development and branch goals. The scope of account-opening duties varies by level: CSR II handles consumer accounts; CSR III handles consumer and basic business accounts; and the Senior CSR III handles consumer and complex business accounts. All levels provide courteous service in person and by phone, respond to account inquiries, process teller transactions as needed, maintain accurate account documentation, follow applicable banking policies and regulations, and work to identify and retain at-risk customers. The Senior level also supports certain supervisory functions when needed. Each level includes at least 10 hours of CRA volunteer service per year, typically scheduled during business hours; this time is compensable and mileage is reimbursed. The position is performed in a non-confined office-type setting where employees can move about freely. The environment is typically quiet to moderately noisy. The work involves frequent client contact, communication, reading, computer and basic business equipment use, problem-solving, detailed work, and handling interruptions and concurrent tasks. Occasional physical activities include lifting up to 15 pounds, pulling, squatting, kneeling, and reaching. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Poppy Bank offers a competitive compensation and benefits package. Compensation is determined by factors including relevant experience, education and training, internal equity, geographic location, and other business considerations. The bank states that it provides equal employment opportunities and prohibits discrimination and harassment.

Requirements

Senior level: Minimum of three years of banking teller experience.
Senior level: Advanced experience opening consumer and complex business accounts.
Senior level: At least three years of strong customer relations skills and ability to communicate and work cooperatively and positively with employees and customers.
Senior level: Strong knowledge of basic banking regulations such as BSA and Information Security.
CSR III: Minimum of two years of banking teller experience.
CSR III: Experience opening consumer and basic business 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.
CSR III: Working knowledge of basic banking regulations such as BSA and Information Security.
CSR II: Minimum of one year of banking teller experience.
CSR II: Beginner experience opening consumer 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.
All levels: Excellent judgment and ability to accept responsibility and handle confidential information.
All levels: Proficiency with Word, Excel, Outlook, and banking programs.

Nice To Haves

Senior level: Prior supervisory experience.
CSR II: Beginner experience opening basic business accounts.

Responsibilities

Interview and profile customers to recommend appropriate banking products and services.
Identify sales opportunities, cross-sell products and services, and refer clients to appropriate staff or partners while ensuring recommendations meet client needs.
Generate new business to support bank profitability and branch goals.
Partner with other business lines to identify sales opportunities and provide a strong customer experience.
Open and support consumer accounts and, depending on level, basic or complex business accounts; supported accounts may include checking, savings, certificates of deposit, IRAs, and Trust & Estate Accounts.
At the Senior level, support business clients with Treasury Services such as remote deposit capture check scanners, armored services, and courier service.
Maintain knowledge of bank products and services, applicable new-account 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 inquiries and account-related requests.
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 prompt, courteous service to clients in person and by phone; listen actively and maintain a friendly, positive, professional attitude.
Resolve difficult situations with creativity, tact, and diplomacy where applicable, and proactively identify and retain at-risk customers.
Seek opportunities to exceed customer expectations and provide an exemplary customer experience.
Complete at least 10 hours of CRA volunteer service annually; this is compensable time, and mileage is reimbursed.
Perform other duties as assigned.
At the Senior level, make monthly business development calls as assigned in conjunction with the Manager.
At the Senior level, process the Daily Large Transaction report and send it to the Compliance Department by the established cutoff time.
At the Senior level, approve large transactions for teller staff up to the assigned limit and provide supervisor overrides when required.
At the Senior level, support the Branch Manager or backup with assigned duties and handle difficult client situations when the Branch Manager or backup is absent.