Client Service Representative I/Floater
Company: United Business Bank
Location: Castro Valley
Posted on: June 1, 2025
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Job Description:
Job DetailsLevel ExperiencedJob Location Castro Valley 2 -
Castro Valley, CAPosition Type Full Time -Salary Range $20.00 -
$22.00 Hourly Description Join a winning team at United Business
Bank and enjoy a friendly and collaborative work environment where
opportunities for advancement are encouraged and supported. We
pride ourselves on the team that we have in place, and we proudly
state that our success is due largely to our team and their
commitment to our client base. Thank you for considering United
Business Bank as your next step in your career path, we look
forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets
and 35 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. United Business Bank's comprehensive
benefit package includes medical, dental, vision, 401K, long and
short term disability insurance, flexible spending account, a
generous vacation and sick policy.
About the Position...
The Client Service Representative I/Floater (CSR I/Floater) is an
onsite position and does not have remote opportunities.
The Client Service Representative I/Floater (CSR I/Floater) 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/Floater is responsible for balancing each days transactions and
verifying cash totals. They perform a broad variety of Consumer and
Business New Account functions such as opening and closing
accounts, renewing certificates of deposit and assisting clients
with bookkeeping and checking account problems. The CSR I/Floater
answers client questions regarding the Banks products and services
and performs a variety of account maintenance duties. They are
responsible for actively cross-selling the Banks products and
services, and accepts/processes various applications for online
banking systems. The CSR 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 CSR I/Floater 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/Floater assists clients
promptly, courteously, efficiently and professionally. The CSR
I/Floater performs all duties accurately, timely and efficiently,
and according to Bank policies, procedures and regulatory
guidelines.
Qualifications About You...
You are a self-starter with an entrepreneurial spirit who thrives
in a team environment. You also have the following:
Education/Certification: High school graduate or equivalent.
Required Knowledge: Knowledge of Teller, New Account and Operations
procedures. Thorough understanding of banking products, services
and operations.
Experience Required: Minimum of 3 years of Teller and new account
experience in the financial services industry.
Skills/Abilities:
Location: Onsite, no remote
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.
Keywords: United Business Bank, Daly City , Client Service Representative I/Floater, Sales , Castro Valley, California
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