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United Business Bank · 7 hours ago

Client Service Representative - In Training

Fraser, CO

Full-time

Onsite

Entry Level

$20/hr - $22/hr

1+ years exp

United Business Bank is a publicly traded Regional Bank with a focus on small to medium sized business clients. The Client Service Representative - In Training (CSRIT) role is designed to provide training and work experience in the banking industry, where the representative will perform various teller functions and assist clients with their banking needs.

BankingFinancial Services

Responsibilities

The Client Service Representative - In Training (CSRIT) Program is designed to provide valuable training and work experience to individuals wishing to begin a career in the banking industry

The program will teach the participants how to complete a variety of teller functions including paying and receiving functions, as well as a variety of other operational duties and functions

The Client Service Representative - In Training (CSRIT) 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, cashier’s checks, stop payments, and wires

The CSRIT is responsible for balancing each day’s transactions and verifying cash totals

They assist clients with bookkeeping and checking account problems, as well as answers client questions regarding the Bank’s products and services

They are responsible for actively cross-selling the Bank’s products and services

The incumbent performs specific assigned side-jobs including various clerical functions and assists the Assistant Client Service Manager and the Regional Branch Administrator with other duties as assigned

The CSRIT assists clients promptly, courteously, efficiently and professionally

The CSRIT performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines