What are the responsibilities and job description for the Client Service Representative II position at United Business Bank?
United Business Bank is looking for a Client Service Representative II for our Pleasanton Office - Retail Bank Experience is required.
POSITION PURPOSE
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.
QUALIFICATIONS
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.
Hiring Salary Range: $22.00 to $24.00.
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.
Salary : $22 - $24