Poppy Bank is a retail banking institution that provides consumer and business account services, including account opening, maintenance, and transaction processing. The bank emphasizes client service representation and cross-selling of financial products to support its branch operations across multiple locations in California.
Job description: 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.
Poppy Bank is a retail banking institution that provides consumer and business account services, including account opening, maintenance, and transaction processing. The bank emphasizes client service representation and cross-selling of financial products to support its branch operations across multiple locations in California.