Client Service Representative - In Training

United Business Bank; Granby (CO); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k Matching

Paid Time Off

Flexible Spending Accounts

Employee Assistance Program

Free checking and savings accounts

Job summary

United Business Bank is seeking a Client Service Representative - In Training for the Granby office. The program trains individuals in teller functions, deposits, withdrawals, loan payments, and wires, with pay raises after Phase One and Phase Two. High school diploma required; 1 year cash handling or teller experience preferred.

This entry-level role includes cross-selling and balancing duties. Benefit offerings and opportunities for growth are provided; compensation ranges from $20.00 to

Qualifications

• High school graduate or equivalent.
• Knowledge of Teller, New Account and Operations procedures.
• Minimum of 1-year cash handling or teller experience in the financial services industry.

Responsibilities

• Perform paying and receiving functions for clients in person, by phone, mail, and online banking.
• Balance daily transactions and verify cash totals.
• Assist clients with bookkeeping and checking account problems; cross-sell bank products and services.
• Support the Assistant Client Service Manager and Regional Branch Administrator with assigned duties.
• Provide courteous, prompt, and professional service and adhere to Bank policies and regulatory guidelines.

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

United Business Bank is looking for a Client Service Representative - In Training for our Granby Office (NO BANKING EXPERIENCE REQUIRED).

POSITION PURPOSE

The Client Service Representative - In Training (CSRIT) Program is designed to provide valuable training and work experience to individuals wishing to begin a career in the banking industry. The program will teach the participants how to complete a variety of teller functions including paying and receiving functions, as well as a variety of other operational duties and functions. Based upon the successful completion of each phase of this program, the participants rate of pay will increase based on the chart below:

• $20.00 per hour to start
• $21.00 per hour after completion of Phase One, typically 30 days
• $22.00 per hour after completion of Phase Two, typically 60 days

The Client Service Representative - In Training (CSRIT) 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, cashier’s checks, stop payments, and wires. The CSRIT is responsible for balancing each day’s transactions and verifying cash totals. They assist clients with bookkeeping and checking account problems, as well as answers client questions regarding the Bank’s products and services. They are responsible for actively cross-selling the Bank’s products and services. The incumbent performs specific assigned side-jobs including various clerical functions and assists the Assistant Client Service Manager and the Regional Branch Administrator with other duties as assigned. The CSRIT assists clients promptly, courteously, efficiently and professionally. The CSRIT performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.

QUALIFICATIONS

Education/Certification: High school graduate or equivalent.

Required Knowledge: Knowledge of Teller, New Account and Operations procedures. Thorough 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:

• Professional appearance, dress and attitude.
• Ability to use Microsoft Office software package.
• Ability to operate related computer hardware and other business equipment including adding machine, typewriter, copy machine, telephone, and encoder.

Compensation:

Hiring Salary Range: $20.00 to $22.00.

This compensation information is United Business Bank's good-faith estimate and is provided pursuant to Colorado's Equal Pay for Equal Work Act. Actual compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level. The base pay and target incentive (if applicable) will be finalized at offer.

We offer competitive financial compensation, including various compensation plans and a solid benefits package for regular full-time salaried and hourly positions.

• Medical, Dental, Vision Insurance at a shared premium cost.
• 401k With Matching Contributions.
• Paid Time Off – accrued vacation and sick time, 1 float day, 11 paid holidays.
• Flexible Spending Accounts – Healthcare, Dependent Care, Transit & Parking Options.
• Employee Assistance Program, 100% employer cost.
• Employees are offered a free checking and savings account, plus free orders of personal size checks.

Application window is anticipated to close September 25, 2026.

About us...

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.

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.