What are the responsibilities and job description for the Client Service Representative I and Call Center Specialist position at United Business Bank Career Opportunities?
Job Details
Description
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. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 35 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. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Client Service Representative I (CSR I))/Call Center Specialist (CCS) is an onsite position and does not have remote opportunities.
The Client Service Representative I (CSR I) 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 CSR I 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 CSR I performs specific assigned side-jobs including various clerical functions, and assists the Branch Manager and Call Center Manager with other duties as assigned. The CSR I assists clients promptly, courteously, efficiently and professionally. The CSR I performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.
In addition, the Call Center Specialist (CCS) is responsible for assisting clients with a variety of questions and requests related to our various products and services. They may also assist clients with requests related to accessing our electronic banking systems including online banking, mobile banking, and remote deposit capture, as well as other requests that will be defined over time. They will also be responsible for performing other duties such as Oasis signature verification, duplicate account processing, Mobile Banking review, and other duties as assigned. The CCS will also be responsible for cross-selling to ensure clients know of our various products and services, and that clients are assisted promptly, courteously and professionally at all times. The CCS will also support the day-to-day activities of the Rio Communities Branch drive-up location as requested. This position will assist the Call Center Manager and the Branch Manager with other duties and projects as assigned. The CCS performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: High school graduate or equivalent.
Required Knowledge: Knowledge of Teller and Branch Operations, New Account and Operations procedures. Basic understanding of banking products, services, and operations. Knowledge of online banking systems preferred.
Experience Required: Minimum of 2 years of Teller and Banking Operations preferred.
Skills/Abilities:
- Good communication and problem-solving skills.
- Professional appearance and attitude.
- 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, copy machine, and telephone.
Location: Onsite, no remote
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
