Client Service Officer I

United Business Bank Career Opportunities•Los Lunas, NM

3h•Onsite

About The Position

The Client Service Officer I (CSO I) is an onsite position and does not have remote opportunities. The Client Service Officer I (CSO I) 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 is also responsible for Teller functions, including balancing each day’s transactions and verifying cash totals. The CSO I 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 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 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.

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.

Nice To Haves

Bachelors Degree in business or related field

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
Backing-up the Assistant Client Service Manager, the Client Service Manager or the Branch Manager and cover the branch and personnel in their absence
Performing all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines
Performing a variety of other daily tasks as assigned