Client Service Rep II — Banking Growth Onsite

United Business Bank

Pleasanton (CA)

On-site

USD 28,000 - 39,000

Full time

6 days ago

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Long and short term disability

Flexible spending account

Vacation and sick policy

Job summary

United Business Bank is seeking a Client Service Representative II to handle deposits, withdrawals, loan payments, and other in-person banking tasks onsite. The role requires balancing daily transactions, assisting with new accounts, and cross-selling bank services.

Strong communication and math skills are valued, with a high school diploma and some Office software competency required. The position emphasizes customer service, accuracy, and teamwork within an entrepreneurial, supportive

Qualifications

High school graduate or equivalent.
Minimum of 2 years Teller and new account experience.
Knowledge of Teller, New Account and Operations procedures.
Good communication skills.
Proficient in Microsoft Office.

Responsibilities

Provide paying and receiving functions for clients in person, by phone, through the mail and online banking.
Balance each day's transactions and verify cash totals.
Open/close accounts, renew certificates of deposit, and assist clients with account problems.
Actively cross-sell the Banks products and services and assist with online banking applications.