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

  • 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...