Client Service Representative II

Job Details:
Level – Experienced | Location – Livermore, 8 – Livermore, CA 94550 | Position Type – Full Time | Salary Range – $22.00 – $24.00 per hour.

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.

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, 401(k), long and short‑term disability insurance, flexible spending account, a generous vacation and sick policy.

The Client Service Representative II (CSR II) is an onsite position that does not offer remote opportunities. The 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. Key duties include:

• Processing deposits, withdrawals, loan payments, cashier’s checks, stop payments, and wires.
• Balancing daily transactions and verifying cash totals.
• Performing consumer new‑account functions such as opening and closing accounts, renewing certificates of deposit, and assisting clients with bookkeeping and checking‑account problems.
• Answering client questions regarding the bank’s products and services and performing account‑maintenance duties.
• Actively cross‑selling the bank’s products and services and processing applications for online banking systems.
• Carrying out assigned side‑jobs, clerical functions, and assisting the Branch Manager and/or Client Service Manager with additional duties as assigned.
• Assisting clients promptly, courteously, efficiently, and professionally.
• Performing all duties accurately, timely, and in accordance with bank policies, procedures, and regulatory guidelines.

• 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.

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.