Job Details

Client Service Center Representative

We are building a new Client Service Center Representative Team in Roseville! Depending on experience, you could be the next Client Service Center Representative I, II, or III. Flexible hours are required. The shifts are scheduled between the hours of 7:00am and 8:00pm. Please see below for more details.

Client Service Center Representative I

Under direct supervision of the Client Service Center Supervisor, the Client Service Center Representative I supports the Bank and its clients by (1) developing a strong knowledge of products, services, systems, policies and processes of the bank, and (2) exercising strong customer service skills while assisting existing and potential clients through telephone and written communications. This individual effectively solves client issues, complaints, and inquiries, keeping client satisfaction at the core of every decision and behavior. This position requires that the individual work in office.

Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.

• Minimum of 1 year of experience in banking deposit operations
• Previous experience in a client support role
• Available to work a flexible schedule during the hours the Client Service Center is operational
• Strong phone and verbal communications skills, along with active listening
• Client focus and adaptability to different personality types
• Experience with the DNA and Q2 systems is preferred but not required
• Proficient in providing technical level support
• Proficient in Microsoft Office Suite including Word, Excel, and Outlook
• Ability to multi-task in a fast-paced environment

Client Service Center Representative II

Under direct supervision of the Client Service Center Supervisor, the Client Service Center Representative II supports the bank and its clients by (1) developing a strong knowledge of products, services, systems, policies and processes of the bank, and (2) exercising strong customer service skills while assisting existing and potential clients through telephone and written communications. This individual effectively solves client issues, complaints, and inquiries, keeping client satisfaction at the core of every decision and behavior. This position requires that the individual work in office.

Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.

• Minimum of 2 years of experience in banking deposit operations
• Previous experience in a client support role
• Available to work a flexible schedule during the hours the Client Service Center is operational.
• Strong phone and verbal communications skills, along with active listening, with an ability to de-escalate more complex client situations
• Client focus and adaptability to different personality types
• Experience with the DNA and Q2 systems is preferred but not required
• Proficient in providing technical level support
• Proficient in Microsoft Office Suite including Word, Excel, and Outlook
• Ability to multi-task in a fast-paced environment

Client Service Center Representative III

Under direct supervision of the Client Service Center Supervisor, the Client Service Center Representative III supports the bank and its clients by (1) developing an advanced knowledge of products, services, systems, policies and processes of the bank, and (2) exercising excellent customer service skills while assisting existing and potential clients through telephone and written communications. This individual effectively solves client issues, complaints, and inquiries, keeping client satisfaction at the core of every decision and behavior. This position requires that the individual work in office.

Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.

• Minimum of 3 years of experience in banking deposit operations
• Previous experience in a client support role
• Available to work a flexible schedule during the hours the Client Service Center is operational
• Excellent phone and verbal communications skills, along with active listening, with an advanced ability to de-escalate the most complex client situations
• Client focus and adaptability to different personality types
• Experience with the DNA and Q2 systems is preferred but not required
• Proficient in providing technical level support
• Proficient in Microsoft Office Suite including Word, Excel, and Outlook
• Ability to multi-task in a fast-paced environment

Essential Duties

These roles have no supervisory responsibilities.

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.

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.

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