Client Service Officer I Floater/Call Center Officer

United Business Bank Career Opportunities•Belen, NM

8d•Onsite

About The Position

The Client Service Officer I Floater (CSO I/Floater)/Call Center Officer (CCO) is an onsite position and does not have remote opportunities. The Client Service Officer I/Floater (CSO I/Floater) 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/Floater is also responsible for Teller functions, including balancing each day’s transactions and verifying cash totals. The CSO I/Floater answers clients’ 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/Floater will travel to other offices in the region to provide coverage as needed due to vacations, illnesses and other leaves of absence. The CSO I/Floater will also back up the Assistant Client Service Manager, the Client Service Manager, or the Branch Manager and cover the branch and personnel in their absence. The CSO I/Floater performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also perform a variety of other daily tasks as assigned. In addition, the Call Center Officer (CCO) 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 CCO 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 CCO will also back up the Call Center Manager and cover the Call Center and personnel in their absence. The CCO 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, the Branch Manager and the Regional Branch Administrator with other duties and projects as assigned. The CCO performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.

Requirements

High school graduate or equivalent
Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures
Minimum of 3 to 5 years’ related experience in the financial services industry
Good communication skills
Professional appearance and attitude
Strong computer 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, copy machine, and telephone

Nice To Haves

Bachelor’s Degree in business or related field preferred.
Knowledge of online banking systems preferred.

Responsibilities

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
Opening and closing accounts
Renewing certificates of deposits
Assisting clients with bookkeeping and account problems
Teller functions, including balancing each day’s transactions and verifying cash totals
Answering clients’ questions regarding the Bank’s products and services
Performing a variety of account maintenance duties
Actively cross-selling the Bank’s products and services
Performing other functions such as signature verification and other clerical duties
Traveling to other offices in the region to provide coverage as needed due to vacations, illnesses and other leaves of absence
Backing up the Assistant Client Service Manager, the Client Service Manager, or the Branch Manager and cover the branch and personnel in their absence
Assisting clients with a variety of questions and requests related to our various products and services
Assisting clients with requests related to accessing our electronic banking systems including online banking, mobile banking, and remote deposit capture
Performing other duties such as Oasis signature verification, duplicate account processing, Mobile Banking review
Supporting the day-to-day activities of the Rio Communities Branch drive-up location as requested