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United Business Bank · 2 hours ago

Client Service Officer I/Floater

Buena Park, CA

Full-time

Onsite

Mid Level

3+ years exp

United Business Bank is a publicly traded Regional Bank specializing in small to medium-sized business clients. The Client Service Officer I/Floater is responsible for assisting clients with deposit products and services, performing teller functions, and providing coverage across multiple offices as needed.

BankingFinancial Services

Responsibilities

Assisting new and existing clients with establishing deposit products and services including checking accounts, savings accounts, money market accounts, certificates of deposit accounts, online banking services, remote deposit capture and ACH services in a prompt, courteous, efficient and professional manner

Opening and closing accounts, renewing certificates of deposits, and assisting clients with bookkeeping and account problems

Performing Teller functions, including balancing each day’s transactions and verifying cash totals

Answering clients’ questions regarding the Bank’s products and services and performing a variety of account maintenance duties

Actively cross selling the Bank’s products and services, as well as for performing other functions such as signature verification and other clerical duties

Traveling to other offices in the region to provide coverage as needed due to vacations, illnesses and other leaves of absence

Backing up the Assistant Client Service Manager, the Client Service Manager or the Branch Manager and cover the branch and personnel in their absence

Performing all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines

Performing a variety of other daily tasks as assigned

Qualification

Banking operations knowledgeFinancial services experienceMicrosoft OfficeComputer skillsProfessional appearanceMath skillsOperate business equipmentCommunication skills

Required

Some college or equivalent training

Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures

Minimum of 3 to 5 years' related experience in the financial services industry

Good communication skills

Professional appearance, dress and attitude

Strong computer skills

Good math skills

Ability to use Microsoft Office software package

Ability to operate related computer hardware and other business equipment including Teller Cash Recycler (TCR), adding machine, calculator, copy machine, and telephone