What are the responsibilities and job description for the Client Service Officer I - In Training position at United Business Bank?
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 Officer I (CSO I In Training) is an onsite position and does not have remote opportunities.
The Client Service Officer I (CSO I In Training) is responsible for 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. This includes opening and closing accounts, renewing certificates of deposits and assisting clients with bookkeeping and account problems. The CSO I In Training is also responsible for Teller functions, including balancing each day’s transactions and verifying cash totals. The CSO I In Training answers client questions regarding the Bank’s products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Bank’s products and services, as well as for performing other functions such as signature verification and other clerical duties. The CSO I In Training will train alongside the Client Service Manager (CSM) and the Regional Branch Administrator (RBA) to gain knowledge and skills necessary to learn the CSO role as well as to back-up the CSM and learn to lead the branch and personnel in the absence of the CSM. They will perform a variety of other daily tasks as assigned and assist the CSM and the RBA with other duties and projects as required. The CSO I In Training 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: Some college or equivalent training. Bachelors Degree in business or related field preferred.
Required Knowledge: Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures.
Experience Required: Minimum of 3 to 5 years related experience in the financial services industry.
Skills/Abilities:
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.
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.
Qualifications
Skills/Abilities:
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.
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 Officer I (CSO I In Training) is an onsite position and does not have remote opportunities.
The Client Service Officer I (CSO I In Training) is responsible for 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. This includes opening and closing accounts, renewing certificates of deposits and assisting clients with bookkeeping and account problems. The CSO I In Training is also responsible for Teller functions, including balancing each day’s transactions and verifying cash totals. The CSO I In Training answers client questions regarding the Bank’s products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Bank’s products and services, as well as for performing other functions such as signature verification and other clerical duties. The CSO I In Training will train alongside the Client Service Manager (CSM) and the Regional Branch Administrator (RBA) to gain knowledge and skills necessary to learn the CSO role as well as to back-up the CSM and learn to lead the branch and personnel in the absence of the CSM. They will perform a variety of other daily tasks as assigned and assist the CSM and the RBA with other duties and projects as required. The CSO I In Training 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: Some college or equivalent training. Bachelors Degree in business or related field preferred.
Required Knowledge: Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures.
Experience Required: Minimum of 3 to 5 years related experience in the financial services industry.
Skills/Abilities:
- Good communication skills.
- Professional appearance, dress and attitude.
- Strong computer skills.
- Good math skills.
- Ability to use Microsoft Office software package.
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.
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.
Qualifications
Skills/Abilities:
- Good communication skills.
- Professional appearance, dress and attitude.
- Strong computer skills.
- Good math skills.
- Ability to use Microsoft Office software package.
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.
