Client Service Representative I

United Business Bank Career; San Francisco (CA); On-site; USD 28,000 - 30,000; Full time

Job summary

United Business Bank in San Francisco is hiring a CSR I (Client Service Representative I) to provide in-person and remote-assisted paying and receiving services, including deposits, withdrawals, loan payments, and wires. This onsite role balances daily transactions and assists clients with account problems and product inquiries.

You will help customers with bookkeeping and questions about services, and contribute to cross-selling efforts while performing clerical duties under branch leadership.

Qualifications

• High school graduate or equivalent.
• Knowledge of Teller and Cash Handling Operations procedures. Basic understanding of banking products, services and operations.
• Minimum of 1-year cash handling or teller experience in the financial services industry.
• Good communication skills.
• Professional appearance, dress and attitude.
• Good math skills.
• Ability to use Microsoft Office software package.

Responsibilities

• Process deposits, withdrawals, loan payments, cashier's checks, stop payments, and wires for clients in person, by phone, by mail, and online banking.
• Balance each day's transactions and verify cash totals.
• Assist clients with bookkeeping and checking account problems; answer questions about Bank products and services.
• Actively cross-sell the Bank's products and services.
• Perform assigned clerical tasks and support Branch Manager and Client Service Manager as needed.

Skills

Good communication skills

Professional appearance

Good math skills

Education

High school graduate or equivalent

Tools

Microsoft Office

Job description

Job Details: Level: Entry, Job Location: San Francisco 13 - San Francisco, CA 94105, Position Type: Full Time, Salary Range: $20.00 - $22.00 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.

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 Representative I (CSR I) is an onsite position and does not have remote opportunities.

The Client Service Representative I (CSR I) is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires.

The CSR I is responsible for balancing each days transactions and verifying cash totals.

They assist clients with bookkeeping and checking account problems, as well as answers client questions regarding the Banks products and services.

They are responsible for actively cross-selling the Banks products and services.

The CSR I performs specific assigned side-jobs including various clerical functions, and assists the Branch Manager and/or the Client Service Manager with other duties as assigned.

The CSR I assists clients promptly, courteously, efficiently and professionally.

The CSR I performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.

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: High school graduate or equivalent.
• Required Knowledge: Knowledge of Teller and Cash Handling Operations procedures. Basic understanding of banking products, services and operations.
• Experience Required: Minimum of 1-year cash handling or teller experience in the financial services industry.
• Skills/Abilities:
  • Good communication skills.
  • Professional appearance, dress and attitude.
  • Good math skills.
  • Ability to use Microsoft Office software package.

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.