More jobs:
Senior Accounts CSR — Client & Service
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-02-01
Listing for:
Poppy Bank
Full Time
position Listed on 2026-02-01
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance -
Finance & Banking
Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
A reputable financial institution in San Diego is seeking Client Service Representatives at various levels (II, III, Senior). Responsibilities include assisting clients with account selections, processing transactions, and ensuring compliance with banking regulations. Candidates should have relevant banking experience, strong customer relations skills, and proficiency in Word and Excel. This position promotes business for the bank and involves active cross-selling of products and services.
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Position Requirements
10+ Years
work experience
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