Client Service Officer

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

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. 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.

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.