New Accounts/CSR II, CSR III, or Senior level
Workway • San Mateo, California, United States • Posted May 05, 2026
About the Role
We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a New Accounts/CSR II, CSR III, or Senior level opportunity with a fast-growing financial institution recognized for its strong community presence, innovative banking solutions, and commitment to supporting both clients and employees with exceptional service and career growth opportunities.
The New Accounts/CSR II, CSR III, or Senior level is responsible for the specific duties listed below.
Your specific duties will include:
Senior New Accounts/CSR III
The New Accounts/CSR II, CSR III, or Senior level is responsible for the specific duties listed below.
Your specific duties will include:
Senior New Accounts/CSR III
- Open and manage consumer and complex business accounts.
- Cross-sell banking products and services to existing and new clients.
- Maintain and close account types while ensuring compliance with regulations.
- Pr...