Client Service Representative III

Join to apply for the Client Service Representative III role at United Business Bank

This role is onsite; there are no remote opportunities.

We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We specialize in small to medium sized business clients and provide a single point of contact model that delivers outstanding customer service. Our comprehensive benefits package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, and a generous vacation and sick policy.

The Client Service Representative III is responsible for a variety of paying and receiving functions for clients in person, via phone, through the mail, and through online banking. Tasks include processing deposits, withdrawals, loan payments, cashier’s checks, stop payments, and wires. The CSR III balances each day’s transactions, verifies cash totals, performs opening and closing of accounts, renews certificates of deposit, assists clients with bookkeeping and checking account problems, answers product and service questions, actively cross‑sell bank products, and processes applications for online banking systems.

They also perform assigned side‑jobs, clerical functions, and support the Branch Manager or Client Service Manager with other duties as assigned, always promptly, courteously, efficiently, and professionally in accordance with bank policies, procedures, and regulatory guidelines.

About You…

High school graduate or equivalent.

Knowledge of Teller, New Account, and Operations procedures, and a thorough understanding of banking products, services, and operations.

Minimum of 3 years of teller and new account experience in the financial services industry.

• 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.

Mid‑Senior level

Full‑time

Other

Banking