Banker Position

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Always be on the lookout for job scams! Learn more about identity theft Opens in new window Help information , opens a new window. Info First Job Previous Job 95 of 6,147 Next Job Last Job Share More Like This Between $20.00 and $28.60 Per Hour DOE (Depends on Experience) Banker Position Poppy Bank

Occupation:

New Accounts Clerks

Location:

Palm Desert, CA - 92260

Job Type:

Regular, Full Time (30 Hours or More), Permanent Employment

Posted:

05/11/2026 Positions available: 1

Source:

CalJOBS

Web Site:

CalJOBS Onsite /

Remote:

Work onsite all of the time

Updated:

05/12/2026

Expires:

07/10/2026 Job #: 19852283 Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window. Work Onsite Full Time Education High School Diploma or Equivalent Experience 36 Month(s) Age 18 and up Schedule Full Time Job Type Regular Duration Permanent Employment Hours 40 Hours Per Week Public Transit Available Benefits Job Description Help for Job Description. Opens a new window. Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details, and we look forward to connecting with you! Apply today!

Summary:

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.

Summary:

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. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.

Summary:

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. This position does not have supervisory authority. 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 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

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 In conjunction with the Manager, makes monthly business development calls as assigned Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service 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 Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record 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., currency transactions, returned items, overdrafts, callbacks, etc.) 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. Resolves difficult situations with creativity, tact, and diplomacy Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Other duties as assigned

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 Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record 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., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned 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., doing something above and beyond their expectations that makes them feel special Other duties as assigned

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, 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 Open and support consumer and business checking, savings, CDs & IRAs Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act 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., doing something above and beyond their expectations that makes them feel special Other duties as assigned

Supervisory Responsibilities:

New Accounts/CSR II & New Accounts CSR III:

 

None Back Up Supervisory Responsibilities:

Senior New Accounts/CSR III:

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 & Work Environment:

The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), 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. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is 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. See 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. For San Francisco Postings, review 2026 Fair Chance Ordinance. 2026 CA Privacy Notice to Applicants/Employees Poppy Bank Is a Private Sector employer with 32 locations https://www.poppy.bank/

Company Profile:

Since opening our first branch in January 2005, Poppy Bank has grown to over $5 Billion in assets with branches across the San Francisco Bay Area, Roseville and Southern California. We also have loan production offices in Northern and Southern California, as well as in Utah, Texas, New York and South Carolina. Our commitment to providing the best products and services has propelled our success and garnered national recognition of our performance. Poppy Bank is 5-star rated by BauerFinancial, the nation's leading independent bank and credit union rating firm, and is recognized as one of the strongest financial institutions in the country. Poppy Bank has also been ranked as one of the best-performing banks in the nation by the ICBA. The Bank is governed by our strong team of Executive Officers and a dedicated Board of Directors formed entirely by accomplished business leaders. We exist to meet the banking needs of our clients and to make a positive difference in the communities we serve. 100-249 employees Connect with Poppy Bank Location/Work Site Information Help for Location/Work Site Information. Opens a new window. Cost of Living Calculator Help for Cost of Living Calculator. Opens a new window. Compensation and Benefits Help for Compensation and Benefits. Opens a new window. Job Type and Required Hours Help for Job Type and Required Hours. Opens a new window. Work Experience Help for Work Experience. Opens a new window. Education and Training Help for Education and Training. Opens a new window. Skills Required Help for Skills Required. Opens a new window. Specialized Job Requirements Help for Specialized Job Requirements. Opens a new window. Occupation Information for New Accounts Clerks Help for Occupation Information for New Accounts Clerks. Opens a new window. Other Jobs and Employers Career Ladder Help for Career Ladder. Opens a new window. Personal Requirements Help for Personal Requirements. Opens a new window. Nature of the Work Help for Nature of the Work. Opens a new window. Work Values and Activities Help for Work Values and Activities. Opens a new window. Change Job Search Criteria Print Job Order Opens in new window [ Do you have a comment or concern about this job posting? ] About Sign In / Register Home Site Map Site Search Explore CalJOBS Settings Accessibility Statement Preferred Settings Page Preferences Languages Services For Individuals For Employers Labor Market Mobile App Legal Privacy Statement Terms of Use Disclaimer Equal Employment Opportunity Resources Protect Yourself Assistance CalJOBS Contact Us Statewide Sacramento, CA 94280 Copyright © 1998-2026 Geographic Solutions, Inc. All Rights Reserved. Virtual OneStop® - VOS Sapphire AI v24