Senior Client Services Associate

2 weeks ago


Pleasanton, California, United States United Business Bank Full time

Join Our Team
Become a part of United Business Bank, where we foster a supportive and collaborative atmosphere that encourages professional growth and advancement.

About Us
As a publicly traded Regional Bank with over $2.5 billion in assets and 35 locations across five states, we are dedicated to serving small to medium-sized business clients with an entrepreneurial spirit and a community-focused approach. Our model emphasizes a single point of contact to ensure exceptional customer service.

Position Overview
The Client Service Representative III (CSR III) is an essential onsite role that does not offer remote work options. The CSR III is tasked with executing a range of financial transactions for clients, which includes in-person interactions, phone inquiries, mail correspondence, and online banking services. Responsibilities encompass processing deposits, withdrawals, loan payments, cashier's checks, stop payments, and wire transfers.

The CSR III is also responsible for reconciling daily transactions and confirming cash totals. Additional duties include managing Consumer and Business New Account processes, such as account openings and closures, renewing certificates of deposit, and assisting clients with bookkeeping and checking account inquiries.

Client Interaction
The CSR III addresses client inquiries regarding the Bank's offerings and performs various account maintenance tasks. This role actively promotes the Bank's products and services and processes applications for online banking systems.

Additional Responsibilities
Specific side tasks may include clerical duties and providing support to the Branch Manager and/or Client Service Manager as needed. The CSR III is committed to assisting clients in a prompt, courteous, efficient, and professional manner, ensuring all duties are performed accurately and in compliance with Bank policies, procedures, and regulatory standards.

Qualifications
We are looking for a self-motivated individual with an entrepreneurial mindset who thrives in a team-oriented environment. Ideal candidates will possess:

  • Education: High school diploma or equivalent.
  • Knowledge: Familiarity with Teller, New Account, and Operations procedures, along with a comprehensive understanding of banking products and services.
  • Experience: A minimum of three years in Teller and new account roles within the financial services sector.
  • Skills: A professional demeanor, proficiency in Microsoft Office, and a strong commitment to customer service.

United Business Bank is an equal opportunity employer. We welcome applications from all qualified individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. We are dedicated to helping diverse candidates find rewarding careers.



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