Client Service Specialist I - Growth & Teamwork Banking

United Business Bank

San Francisco (CA)

On-site

USD 42,000 - 52,000

Full time

10 days ago
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Job summary

United Business Bank is hiring an onsite Client Service Representative I to handle paying and receiving functions, deposits, withdrawals, and wires, with a focus on accuracy and customer service.

The role requires a high school diploma and at least one year of cash handling or teller experience, along with strong communication and math skills. Training covers bank policies, products, and regulatory guidelines, with opportunities for advancement.

Qualifications

  • High school graduate or equivalent required.
  • Knowledge of Teller and Cash Handling Operations procedures.
  • Good communication skills and a professional appearance.
  • Basic understanding of banking products, services and operations.
  • Minimum 1 year cash handling or teller experience.

Responsibilities

  • Process deposits, withdrawals, loan payments, and wires in person, by phone, mail, or online.
  • Balance daily transactions and verify cash totals.
  • Assist clients with banking products and services and cross-sell accordingly.
  • Perform clerical duties and support Branch/Client Service Manager as needed.

Skills

Good communication
Math skills
Professional appearance

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

United Business Bank is hiring an onsite Client Service Representative I to handle paying and receiving functions, deposits, withdrawals, and wires, with a focus on accuracy and customer service.

The role requires a high school diploma and at least one year of cash handling or teller experience, along with strong communication and math skills. Training covers bank policies, products, and regulatory guidelines, with opportunities for advancement.

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