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New Accounts/CSR/Banker

Workway | Santa Monica, California, United States | Posted May 11, 2026

Position Overview

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Sr. New Accounts/CSR/Banker to join a nationally recognized, 5-star rated financial institution with over $7 billion in assets. Our success comes from staying true to our mission: delivering exceptional service and innovative banking solutions. Joining our team means becoming part of a community-focused organization where your work makes a meaningful impact for our clients and the communities we serve.



The Sr. New Accounts/CSR/Banker is responsible for the specific duties listed below.



Your specific duties will include:

  • 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 a...

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