Client Service Officer I - In Training

United Business Bank•Fraser, CO

33d•$25 - $26•Onsite

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 Assistant Client Service Manager (ACSM) and the Regional Branch Administrator (RBA) to gain knowledge and skills necessary to learn the CSO role as well as to back-up the ACSM and learn to lead the branch and personnel in the absence of the ACSM. They will perform a variety of other daily tasks as assigned and assist the ACSM 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.

Requirements

Some college or equivalent training. Bachelors Degree in business or related field preferred.
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, dress and attitude.
Strong computer skills.
Good math skills.
Ability to use Microsoft Office software package.

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 client 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
training alongside the Assistant Client Service Manager (ACSM) and the Regional Branch Administrator (RBA) to gain knowledge and skills necessary to learn the CSO role as well as to back-up the ACSM and learn to lead the branch and personnel in the absence of the ACSM
performing a variety of other daily tasks as assigned and assist the ACSM and the RBA with other duties and projects as required
performing all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines

Benefits

Medical, Dental, Vision Insurance at a shared premium cost.
401k With Matching Contributions.
Paid Time Off - accrued vacation and sick time, 1 float day, 11 paid holidays.
Flexible Spending Accounts - Healthcare, Dependent Care, Transit & Parking Options.
Employee Assistance Program, 100% employer cost.
Employees are offered a free checking and savings account, plus free orders of personal size checks.

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