Client Experience & Branch Ops Lead

United Business Bank; Irvine (CA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Disability insurance

Flexible spending account

Vacation & sick leave

Job summary

United Business Bank seeks a Client Service Officer to join our onsite Irvine team. You will handle deposits, new accounts, teller duties, and account maintenance while ensuring accuracy and regulatory compliance.

The role emphasizes delivering excellent client service and supporting branch operations under supervision. Ideal candidates bring 2+ years in retail or branch banking, strong organizational skills, and the ability to work collaboratively with customers and colleagues.

Qualifications

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

Responsibilities

• Provide comprehensive client service and branch operational support.
• Assist clients with deposit products and services and perform new account and teller functions.
• Help identify banking solutions meeting client needs while ensuring regulatory compliance.
• Coordinate day-to-day branch operations when the CSO Manager is absent.

Skills

Client service

Relationship building

Regulatory compliance

Cash handling

Microsoft Office

Communication skills

Team collaboration

Attention to detail

Confidentiality

Education

High school diploma or equivalent

Associate or bachelor's degree preferred

Tools

Microsoft Office

Job description

United Business Bank seeks a Client Service Officer to join our onsite Irvine team. You will handle deposits, new accounts, teller duties, and account maintenance while ensuring accuracy and regulatory compliance.

The role emphasizes delivering excellent client service and supporting branch operations under supervision. Ideal candidates bring 2+ years in retail or branch banking, strong organizational skills, and the ability to work collaboratively with customers and colleagues.