Job Details

Senior New Accounts/CSR III

Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. 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.

Essential duties include 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; maintaining thorough knowledge of bank products and services; maintaining knowledge and 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; proactively identifying and retaining "at-risk" customers; looking for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special; minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed; other duties as assigned.

Qualifications include a minimum of three years banking teller experience; advanced experience with opening consumer accounts and complex business accounts; prior supervisory experience is preferred; 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.

Supervisory responsibilities include processes Daily Large Transaction report and scans to Compliance Department by established cutoff time; approves large transactions for teller staff up to assigned limit; provides supervisor override for transactions requiring supervisor review; supports Branch Manager or his/her back up with various assigned duties; handles difficult client situations in the absence of the Branch Manager or his/her backup.

Physical/mental demands and work environment include frequently spending time writing, typing, speaking, listening, operating basic business equipment, seeing, sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. Occasionally lifts up to 15 pounds, pulls, squats, kneels, and reaches. In a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.

Requirements include seeing qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.