Client Service Representative III

3 weeks ago

Pleasanton, United States United Business Bank Full time
Job Details Level Experienced Job Location Pleasanton 7 - Pleasanton, CA Position Type Full Time   Salary Range $22.00 - $24.00 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 Representative III (CSR III) is an onsite position and does not have remote opportunities.

The Client Service Representative III (CSR III) is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires. The CSR III is responsible for balancing each days transactions and verifying cash totals. They perform a broad variety of Consumer and Business New Account functions such as opening and closing accounts, renewing certificates of deposit and assisting clients with bookkeeping and checking account problems. The CSR III answers client questions regarding the Banks products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Banks products and services, and accepts/processes various applications for online banking systems. The CSR III performs specific assigned side-jobs including various clerical functions, and assists the Branch Manager and/or the Client Service Manager with other duties as assigned. The CSR III assists clients promptly, courteously, efficiently and professionally. The CSR III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.

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: High school graduate or equivalent.

Required Knowledge: Knowledge of Teller, New Account and Operations procedures. Thorough understanding of banking products, services and operations.

Experience Required: Minimum of 3 years of Teller and new account experience in the financial services industry.

Skills/Abilities:

  • Good communication skills.
  • Professional appearance, dress and attitude.
  • 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.

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