United Business Bank · 1 day ago
Client Service Representative I
Buena Park, CA
Full-time
Onsite
Entry Level
1+ years expUnited Business Bank is a publicly traded Regional Bank focused on small to medium sized business clients. The Client Service Representative I (CSR I) is responsible for providing various banking functions for clients, including processing transactions and assisting with account inquiries while ensuring exceptional customer service.
FinanceBankingFinancial 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
Assisting clients with bookkeeping and checking account problems
Answering client questions regarding the Banks products and services
Actively cross-selling the Banks products and services
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
Qualification
Required
High school graduate or equivalent
Knowledge of Teller and Cash Handling Operations procedures
Basic understanding of banking products, services and operations
Minimum of 1-year cash handling or teller experience in the financial services industry
Good communication skills
Professional appearance, dress and attitude
Good math skills
Ability to use Microsoft Office software package
Benefits
Medical
Dental
Vision
401K
Long and short term disability insurance
Flexible spending account
A generous vacation and sick policy
Company
United Business Bank
United Business Bank is a bank providing cash flow and debt management services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
George J. Guarini
Founder, President/CEO
Recent News
2026-01-23
2025-10-24
2025-08-21
Company data provided by crunchbase