Client Service Representative - In Training

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base.

About United Business Bank

We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium-sized business clients. Our single point of contact model delivers outstanding customer service.

About the role

The Client Service Representative - In Training (CSRIT) is an onsite position and does not have remote opportunities. The CSRIT Program is designed to provide valuable training and work experience to individuals wishing to begin a career in the banking industry. Based upon the successful completion of each phase of this program, the participant's rate of pay will increase as follows:

• $20.00 per hour to start
• $21.00 per hour after completion of Phase One, typically 30 days
• $22.00 per hour after completion of Phase Two, typically 60 days

Responsibilities

• Provide 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.
• Balance each day’s transactions and verify cash totals.
• Assist clients with bookkeeping and checking account problems, and answer client questions regarding the Bank’s products and services.
• Actively cross-sell the Bank’s products and services.
• Perform specific assigned side-jobs including various clerical functions.
• Assist the Assistant Client Service Manager and the Regional Branch Administrator with other duties as assigned.
• Assist clients promptly, courteously, efficiently, and professionally.
• Perform all duties accurately, timely, and efficiently, and according to Bank policies, procedures, and regulatory guidelines.

Requirements

• High school graduate or equivalent.
• Minimum of 1-year cash handling or teller experience in the financial services industry.
• Knowledge of Teller and Cash Handling Operations procedures.
• Basic understanding of banking products, services, and operations.

Skills

• Good communication skills.
• Professional appearance, dress, and attitude.
• Good math skills.
• Ability to use Microsoft Office software package.

Pay

Hiring Salary Range: $20.00 to $22.00 per hour.

Benefits

• Medical, Dental, Vision Insurance at a shared premium cost.
• 401k with matching contributions.
• Paid Time Off – accrued vacation and sick time, 1 float day, 11 paid holidays.
• Flexible Spending Accounts – Healthcare, Dependent Care, Transit & Parking Options.
• Employee Assistance Program, 100% employer cost.
• Free checking and savings account, plus free orders of personal size checks.

Location: Onsite, no remote opportunities.