Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Client Service Representative I role.
Rezi rewrites your resume against United Business Bank Career Opportunities's job description. Free.
Tailor your resume to this Client Service Representative I role.
Rezi rewrites your resume against United Business Bank Career Opportunities's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Client Service Representative I posting at United Business Bank Career Opportunities — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Client Service Representative I posting at United Business Bank Career Opportunities — free, in seconds.
About the Role
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, cashiers checks, stop payments, and wires. The CSR I is responsible for balancing each days transactions and verifying cash totals. They assist clients with bookkeeping and checking account problems, as well as answers client questions regarding the Banks products and services. They are responsible for actively cross-selling the Banks products and services. The CSR I 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 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.
Responsibilities
- Processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires.
- Balancing daily transactions and verifying cash totals.
- Assisting clients with bookkeeping and checking account problems.
- Answering client questions regarding the Bank's products and services.
- Actively cross-selling the Bank's 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.
Requirements
- 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.
Skills
- Cash Handling
- Teller Operations
- Banking Products and Services
- Communication Skills
- Professional Appearance
- Math Skills
- Microsoft Office
Location
- San Francisco, CA
Work Type
- Onsite
- Full Time
Experience Level
- Entry
- 1-year cash handling or teller experience
Education Level
- High school graduate or equivalent
Salary/Compensations
- $20.00 - $22.00 Hourly
Benefits
- Medical
- Dental
- Vision
- 401K
- Long and short term disability insurance
- Flexible spending account
- Generous vacation and sick policy
About the Company
- United Business Bank is 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.
Equal Opportunity
- 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.