What are the responsibilities and job description for the Universal Banker/Client Service Representative III position at United Business Bank?
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 Universal Banker (UB)/Client Service Representative III (CSR III) is an onsite position and does not have remote opportunities.
The Universal Banker (UB) will be responsible for assisting clients with a variety of requests and inquiries, both over the phone and in a virtual environment using LIVE, including change of address, copies of statements and billings, payoff demands, loan advances, stop payments, billing requests, opening new accounts, and other requests that will be defined over time. Along with the Universal Banker Team Lead, the UB will be responsible for ensuring that all clients and other employees seeking assistance through LIVE receive professional, friendly, accurate and efficient service at all times, and that cross-selling techniques are applied to every client interaction. Additionally, this position will assist clients with establishing the various cash management products and services and assist with a variety of needs related to online banking, remote deposit capture, and other services. This position will also support branch personnel with questions regarding Horizon, opening new accounts and loans, procedures, processes, balancing and other topics that will be defined over time. The UB assists clients and Bank personnel with professional, friendly, accurate and efficient service, and will look for ways to cross sell other Bank products and services when applicable. This position will assist the Universal Banker Team Lead and the Cash Management Manager with a variety of other tasks and responsibilities as assigned. In addition, the UB performs all duties accurately, timely and efficiently, and according to Bank policies, procedures, and regulatory guidelines.
In addition, the Client Service Representative III (CSR III) 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, cashiers checks, stop payments, and wires. The CSR III is responsible for balancing each days transactions and verifying cash totals. They perform 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. The CSR III answers client questions regarding the Banks products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Banks products and services, and accepts/processes various applications for online banking systems. The CSR III performs specific assigned side-jobs including various clerical functions, and assists the Branch Manager and/or the Client Service Manager with other duties as assigned. The CSR III assists clients promptly, courteously, efficiently and professionally. The CSR III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.
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: General knowledge or understanding of lending process, terminology, regulations and standard banking practices. Knowledge of Teller, New Account and Operations procedures. Knowledge of banking regulations and standard banking practices.
Experience Required: Three or more years in customer service, experience in banking and/or other financial institution preferred.
Skills/Abilities:
- Excellent communication skills.
- Excellent multi-tasking skills.
- Excellent organizational skills.
- Excellent trouble-shooting skills.
- 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, typewriter, 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.
