Client Service Representative I (Teller)

United Business Bank Career; Los Lunas (NM); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Disability insurance (long & short)

Flexible spending account

Generous vacation and sick policy

Job summary

United Business Bank is hiring a Client Service Representative I for an on-site role in Los Lunas, NM. The CSR I handles in-person and remote client transactions, assists with deposits/withdrawals, and supports customers with account issues while cross-selling bank products.

The position emphasizes accuracy, professional conduct, and teamwork within a regulatory-guided environment. Onsite requirement reflects no remote option.

Qualifications

• High school diploma or equivalent is required.
• Knowledge of Teller and Cash Handling Operations procedures.
• Minimum of 1 year cash handling or teller experience in financial services.
• Basic understanding of banking products, services and operations.

Responsibilities

• Provide paying and receiving functions in person, by phone, mail and online banking.
• Process deposits, withdrawals, loan payments, cashier's checks, stop payments and wires.
• Balance each day's transactions and verify cash totals.
• Assist clients with bookkeeping and checking account problems.
• Cross-sell the bank's products and services.
• Support the Branch Manager and Client Service Manager with assigned duties.

Skills

Good communication

Professional appearance

Good math

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Job DetailsLevel: EntryJob Location: Los Lunas 18 - Los Lunas, NM 87031Position Type: Full Time

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.

• 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.