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Client Service Officer I

4 months ago

Livermore, United States United Business Bank Full time
Job Details Level Experienced Job Location Livermore 8 - Livermore, CA Position Type Full Time   Salary Range $24.00 - $26.00 Hourly Description

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.

About United Business Bank

We are a publicly traded Regional Bank with over $2.5B in assets and 35 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.

About the Position...

The Client Service Officer I (CSO I) is an onsite position and does not have remote opportunities.

The Client Service Officer I (CSO I) is responsible for assisting new and existing clients with establishing deposit products and services including checking accounts, savings accounts, money market accounts, certificates of deposit accounts, online banking services, remote deposit capture and ACH services in a prompt, courteous, efficient and professional manner. This includes opening and closing accounts, renewing certificates of deposits, and assisting clients with bookkeeping and account problems. The CSO I is also responsible for Teller functions, including balancing each day's transactions and verifying cash totals. The CSO I answers clients' questions regarding the Bank's products and services and performs a variety of account maintenance duties. They are responsible for actively cross selling the Bank's products and services, as well as for performing other functions such as signature verification and other clerical duties. The CSO I will also back-up the Assistant Client Service Manager, the Client Service Manager or the Branch Manager and cover the branch and personnel in their absence. The CSO I performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also perform a variety of other daily tasks as assigned.

Qualifications

About You...

You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:

Education/Certification: Some college or equivalent training. Bachelors Degree in business or related field preferred.

Required Knowledge: Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures.

Experience Required: Minimum of 3 to 5 years' related experience in the financial services industry.

Skills/Abilities:

  • Good communication skills.
  • Professional appearance, dress and attitude.
  • Strong computer skills.
  • Good math skills.
  • Ability to use Microsoft Office software package.

Location: Onsite, no remote

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.