Client Service Representative

19 hours ago


Los Lunas, New Mexico, United States United Business Bank Full time
About the Role

We are seeking a highly skilled Client Service Representative I/Floater to join our team at United Business Bank. As a key member of our banking operations team, you will be responsible for providing exceptional customer service to our clients, processing transactions, and performing various banking operations tasks.

Key Responsibilities
  • Provide excellent customer service to clients in person, via phone, and through online banking
  • Process deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires
  • Balance daily transactions and verify cash totals
  • Perform a broad variety of Consumer and Business New Account functions, including opening and closing accounts, renewing certificates of deposit, and assisting clients with bookkeeping and checking account problems
  • Answer client questions regarding bank products and services and perform account maintenance duties
  • Actively cross-sell bank products and services and accept/process various applications for online banking systems
  • Travel to other offices in the region to provide coverage as needed due to vacations, illnesses, and other leaves of absence
Requirements
  • High school graduate or equivalent
  • Minimum of 3 years of Teller and new account experience in the financial services industry
  • Knowledge of Teller, New Account, and Operations procedures
  • Thorough understanding of banking products, services, and operations
  • Excellent communication skills
  • Professional appearance, dress, and attitude
  • Good math skills
  • Ability to use Microsoft Office software package
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.



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