Client Services CSR I - Onsite Banking & Cross-Sell

United Business Bank; Crawford (CO); On-site; USD 23,000 - 26,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Matching

Paid Time Off

Job summary

United Business Bank is seeking a Client Service Representative I for an on-site role in a community-focused bank. You will handle in-branch and remote transactions, including deposits, withdrawals, and wires, while ensuring accuracy and excellent service.

You will balance daily activity and support clients with account needs. The position emphasizes cross-selling, professional interaction, and adherence to bank policies.

Qualifications

• High school graduate or equivalent required.
• Knowledge of Teller and Cash Handling Operations procedures.
• Basic understanding of banking products, services and operations.

Responsibilities

• Process deposits, withdrawals, loan payments, cashier's checks, stop payments and wires in person, by phone, mail, and online banking.
• Balance daily transactions and verify cash totals.
• Assist clients with banking questions and cross-sell bank products and services.

Skills

Communication

Math

Professionalism

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

United Business Bank is seeking a Client Service Representative I for an on-site role in a community-focused bank. You will handle in-branch and remote transactions, including deposits, withdrawals, and wires, while ensuring accuracy and excellent service.

You will balance daily activity and support clients with account needs. The position emphasizes cross-selling, professional interaction, and adherence to bank policies.