Client Service Representative III
Company: United Business Bank
Location: Pleasanton
Posted on: November 16, 2024
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Job Description:
Job DetailsLevel ExperiencedJob Location Pleasanton 7 -
Pleasanton, CAPosition Type Full Time -Salary Range $22.00 - $24.00
Hourly 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 Bank
We are a publicly traded Regional Bank with over $2.5B in assets
and 35 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 III (CSR III) is an onsite
position and does not have remote opportunities.
The Client Service Representative III (CSR III) 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 III is responsible for
balancing each days transactions and verifying cash totals. They
perform a broad variety of Consumer and Business New Account
functions such as opening and closing accounts, renewing
certificates of deposit and assisting clients with bookkeeping and
checking account problems. The CSR III 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 III 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 III
assists clients promptly, courteously, efficiently and
professionally. The CSR III performs all duties accurately, timely
and efficiently, and according to Bank policies, procedures and
regulatory guidelines.
Qualifications 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. Thorough understanding of banking products, services
and operations.
Experience Required: Minimum of 3 years of Teller and new account
experience in the financial services industry.
Skills/Abilities:
Location: Onsite, no remote
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.
Keywords: United Business Bank, San Mateo , Client Service Representative III, Sales , Pleasanton, California
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