Poppy Bank
Company Overview
Poppy Bank, established in 2005, has grown to over $6 billion in assets with branches across California and loan production offices in multiple states. Renowned for its exceptional products, services, and customer service, Poppy Bank has consistently received national recognition, including a 5‑star rating from BauerFinancial. The Bank specializes in business lending, personal and business banking products, and cash management services. With a commitment to the community, Poppy Bank has been recognized as a "Best Place to Work" in the North Bay 19 times and values employee contributions to local nonprofits and events. Poppy Bank fosters a strong team environment focused on building lasting relationships with clients and communities. Role Overview
Full‑time on‑site New Accounts Customer Service Representative located in Milpitas, CA. The New Accounts CSR will assist customers with opening new personal and business accounts, explain banking products and services, and provide exceptional customer service. Responsibilities include maintaining thorough knowledge of bank policies and procedures, resolving account‑related inquiries, proactively addressing customer needs to ensure satisfaction, and collaborating with other staff members to support branch activities and operations. Qualifications
Customer Service and Customer Satisfaction skills to deliver exceptional client experiences Strong Communication skills to interact effectively with customers and team members Account Management and knowledge of banking products and services Previous experience in a Customer Service Representative role or similar position Proficiency in using banking software and technology, with attention to detail and accuracy High school diploma or equivalent; additional education or certifications in banking/finance are a plus A professional demeanor, ability to work collaboratively, and dedication to fostering client relationships Seniority Level
Entry level Employment Type
Full-time
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Poppy Bank, established in 2005, has grown to over $6 billion in assets with branches across California and loan production offices in multiple states. Renowned for its exceptional products, services, and customer service, Poppy Bank has consistently received national recognition, including a 5‑star rating from BauerFinancial. The Bank specializes in business lending, personal and business banking products, and cash management services. With a commitment to the community, Poppy Bank has been recognized as a "Best Place to Work" in the North Bay 19 times and values employee contributions to local nonprofits and events. Poppy Bank fosters a strong team environment focused on building lasting relationships with clients and communities. Role Overview
Full‑time on‑site New Accounts Customer Service Representative located in Milpitas, CA. The New Accounts CSR will assist customers with opening new personal and business accounts, explain banking products and services, and provide exceptional customer service. Responsibilities include maintaining thorough knowledge of bank policies and procedures, resolving account‑related inquiries, proactively addressing customer needs to ensure satisfaction, and collaborating with other staff members to support branch activities and operations. Qualifications
Customer Service and Customer Satisfaction skills to deliver exceptional client experiences Strong Communication skills to interact effectively with customers and team members Account Management and knowledge of banking products and services Previous experience in a Customer Service Representative role or similar position Proficiency in using banking software and technology, with attention to detail and accuracy High school diploma or equivalent; additional education or certifications in banking/finance are a plus A professional demeanor, ability to work collaboratively, and dedication to fostering client relationships Seniority Level
Entry level Employment Type
Full-time
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