Client Service Representative II

United Business Bank; Pleasanton (CA); On-site; USD 28,000 - 39,000; Full time

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.

Skills

Good communication

Professional appearance

Math skills

Microsoft Office

Education

High school graduate

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 BankWe 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 II (CSR II) is an onsite position and does not have remote opportunities.The Client Service Representative II (CSR II) 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 II is responsible for balancing each days transactions and verifying cash totals. They perform a broad variety of Consumer New Account functions such as opening and closing accounts, renewing certificates of deposit and assisting clients with bookkeeping and checking account problems. The CSR II answers client questions regarding the Banks products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Banks products and services, and accepts/processes various applications for online banking systems. The CSR II 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 II assists clients promptly, courteously, efficiently and professionally. The CSR II performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.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, New Account and Operations procedures. Basic understanding of banking products, services and operations.Experience Required: Minimum of 2 years of Teller and new account 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 remoteWe 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.