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United Business Bank · 7 hours ago

Client Service Representative III

Mountain View, CA

Full-time

Onsite

Mid Level

3+ years exp

United Business Bank is a publicly traded Regional Bank focused on small to medium-sized business clients. The Client Service Representative III is responsible for providing various banking services, processing transactions, and assisting clients with their banking needs while ensuring compliance with bank policies and procedures.

BankingFinancial Services

Responsibilities

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

Balancing each days transactions and verifying cash totals

Performing 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

Answering client questions regarding the Banks products and services and performing a variety of account maintenance duties

Actively cross-selling the Banks products and services

Accepting/processes various applications for online banking systems

Performing specific assigned side-jobs including various clerical functions

Assisting the Branch Manager and/or the Client Service Manager with other duties as assigned

Assisting clients promptly, courteously, efficiently and professionally

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