Client Service Officer

Paycom - ATS; Irvine (CA); On-site; USD 36,000 - 43,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Disability insurance

Flexible spending account

Generous vacation and sick policy

Job summary

United Business Bank in Irvine, CA is seeking a Client Service Officer to deliver full onsite client service and support branch operations. You will assist with deposit products, new accounts, teller functions, and account maintenance while ensuring compliance with bank policies and regulatory requirements.

The role emphasizes accuracy, timely service, and collaboration with branch leadership to ensure a positive client experience.

Qualifications

• Self-starter with entrepreneurial spirit and team orientation.
• Two or more years in retail or branch banking, client service, or related financial services.
• Experience supervising staff or guiding day-to-day work in a branch or client service environment.

Responsibilities

• Provide comprehensive client service and branch operational support.
• Assist clients with deposit products and services, new accounts, and teller functions.
• Maintain compliance with bank policies, procedures, security standards, and regulatory requirements.
• Coordinate day-to-day branch operations when the Manager is absent.

Skills

Client service

Relationship building

Regulatory knowledge

Communication

Time management

Education

High school diploma

Associate or Bachelor's in business/finance

Banking education/training

Tools

Microsoft Office

Bank systems

Job description

Job Details: Level: Experienced, Job Location: Irvine 35 - Irvine, CA 92614, Position Type: Full Time, Salary Range: $26.00 - $31.00 Hourly, Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.

About United Business Bank

We are a publicly traded Regional Bank with over $2.5B in assets and 34 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.

Benefits

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.

• medical
• dental
• vision
• 401K
• long and short term disability insurance
• flexible spending account
• generous vacation and sick policy

About the Position...

The Client Service Officer (CSO) is an onsite position and does not have remote opportunities.

The Client Service Officer (CSO) provides comprehensive client service and branch operational support to new and existing Bank clients. This position assists clients with deposit products and services, performs new account and teller functions, completes account maintenance and operational activities, and helps identify banking solutions that meet client needs. The Client Service Officer is responsible for delivering accurate, timely, and professional service while maintaining compliance with Bank policies, procedures, security standards, and applicable regulatory requirements. This position works collaboratively with branch leadership and other Bank personnel to support effective branch operations and a positive client experience. When the Client Service Manager is absent, the CSO may be assigned to coordinate day-to-day branch operations and provide guidance to branch staff within established Bank policies and authority.

Qualifications: About You...

You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:

Education & Certification(s) Required:

• 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.

Experience Required:

• Two (2) or more years of retail banking, branch banking, client service, or related financial services experience preferred.
• Experience with teller operations and consumer and business deposit accounts preferred.
• Prior experience supervising employees or providing day-to-day work direction to staff in a branch banking or comparable client service environment required.
• Experience working directly with clients and performing transaction and account servicing activities.

Skills & Abilities Required:

• Working knowledge of consumer and business deposit products, teller operations, and branch banking practices.
• Understanding of applicable banking regulations, operational procedures, and client identification requirements.
• Strong client service and relationship-building skills.
• Ability to accurately process financial transactions and maintain detailed records.
• Strong organizational, problem‑solving, and time‑management skills.
• Ability to identify issues and determine when escalation to branch leadership or another Bank department is appropriate.
• Strong written and verbal communication skills.
• Ability to work effectively and collaboratively with clients, coworkers, management, and other Bank departments.
• Ability to maintain confidentiality and appropriately handle sensitive financial and personal information.
• Proficiency with Microsoft Office and the ability to learn and effectively utilize Bank systems and platforms.

Location: Onsite, no remote

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.