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Customer Service Associate I
2 months ago
Position Overview:
Experienced
Job Location:
Onsite
Position Type:
Full Time
About United Business Bank:
We are a publicly traded Regional Bank with over $2.5B in assets and 35 offices across multiple states. Our focus is on fostering community relationships and providing exceptional service to small and medium-sized business clients.
Role Summary:
The Customer Service Associate I (CSA I) and E-Banking Support Associate (EBSA) is an essential onsite role dedicated to delivering outstanding client service.
Key Responsibilities:
The CSA I is tasked with a variety of financial transactions for clients, including but not limited to processing deposits, withdrawals, loan payments, cashier's checks, stop payments, and wire transfers. This role requires balancing daily transactions and verifying cash totals.
Additionally, the CSA I assists clients with bookkeeping inquiries and resolves checking account issues while providing information on the Bank's offerings. Actively promoting the Bank's products and services is a critical aspect of this position.
The CSA I also undertakes specific clerical tasks and supports the Client Service Manager and Regional Branch Administrator with various duties as needed. Client interactions must be handled with professionalism, efficiency, and courtesy.
As for the E-Banking Support Associate (EBSA), this role focuses on assisting clients with online banking, mobile banking, and remote deposit capture. Responsibilities include transaction processing, application assistance, and password resets.
The EBSA is expected to respond to client inquiries promptly, adhering to the expected telephone response time, and assist with general banking questions and transaction requests.
Additional duties may include managing debit card disputes, ATM balancing, signature verification, and conducting research as assigned.
Qualifications:
To excel in this role, candidates should possess a high school diploma or equivalent. A minimum of 2 years of experience in Teller and Banking Operations is required.
Essential Skills:
Strong communication and problem-solving abilities are crucial. Candidates should demonstrate a professional demeanor, possess good mathematical skills, and be proficient in Microsoft Office applications.
This position emphasizes accuracy, timeliness, and adherence to Bank policies and procedures, ensuring that all client interactions are handled with the utmost professionalism.
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.
