Branch Service Pro: Client Care & Operations Lead

United Business Bank; Irvine (CA); On-site; USD 36,000 - 43,000; Full time

Job summary

United Business Bank in Irvine, CA is seeking an experienced Client Service Officer (CSO) to deliver frontline service and branch operational support in our Retail team. The CSO will handle deposits, new accounts, teller functions, and account maintenance while ensuring compliance and professional client interactions.

Collaborate with branch leadership and staff to support efficient operations and a positive client experience.

Qualifications

• High school diploma or equivalent required.
• Associate or bachelor's degree in business, finance, or a related field preferred.
• Relevant banking education or training may be considered in combination with experience.

Responsibilities

• Provide comprehensive client service and branch operational support.
• Assist clients with deposits, new accounts, and teller functions.
• Ensure compliance with Bank policies, procedures, security standards, and regulatory requirements.

Skills

Retail banking

Client service

Teller operations

Regulatory knowledge

Microsoft Office

Education

High school diploma

Associate/Bachelor's degree preferred

Tools

Bank systems

Job description

United Business Bank in Irvine, CA is seeking an experienced Client Service Officer (CSO) to deliver frontline service and branch operational support in our Retail team. The CSO will handle deposits, new accounts, teller functions, and account maintenance while ensuring compliance and professional client interactions.

Collaborate with branch leadership and staff to support efficient operations and a positive client experience.