Treasury Banker I
Poppy Bank
Client Service Representative
Senior New Accounts/CSR III:
The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for 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; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
New Accounts/CSR III:
The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for 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; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
New Accounts/CSR II:
The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for 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; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Qualifications: Senior New Accounts/CSR III:
A minimum of three years banking teller experience is required
Advanced experience with opening consumer accounts and complex business accounts is required
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
Possesses strong knowledge of basic banking regulations such as BSA and Information Security
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Qualifications: New Accounts/CSR III:
A minimum of 2 years banking teller experience is required
Experience with opening consumer accounts and basic business accounts is required
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
Possesses working knowledge of basic banking regulations such as BSA and Information Security
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Qualifications: New Accounts/CSR II:
A minimum of one year of banking teller experience is required
Beginner experience with opening consumer accounts is required
Beginner experience opening basic business accounts is preferred
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
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Essential Duties: Senior New Accounts/CSR III:
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
Support business clients with essential Treasury Services, i.e., Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
As assigned may gather data and process various reports (e.g., Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude. Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., Essential Duties: New Accounts/CSR III:
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
Gather data and process various reports (e.g., Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., Essential Duties: New Accounts/CSR II:
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers
Poppy Bank
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