Client Service Officer II/Floater

United Business Bank Career Opportunities•Buena Park, CA

1d•Onsite

About The Position

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

Requirements

Some college or equivalent training.
Minimum of 3 to 5 years' related experience in the financial services industry.
Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures.
Good communication skills.
Professional appearance, dress 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, calculator, copy machine, and telephone.

Nice To Haves

Bachelors Degree in business or related field 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 in a prompt, courteous, efficient, and professional manner.
Opening and closing accounts, renewing certificates of deposits, and assisting clients with bookkeeping and account problems.
Performing 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 covering 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.