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Banking Customer Service Specialist
United Bankers' Bank
1650 W 82nd St Ste 1500 Bloomington, MN 55431-1467
Job Description

United Bankers’ Bank has an exciting opportunity for a Customer Service Specialist on our Operations team. Our ideal candidate will be a quick learner with high attention to detail. We are looking for someone who loves prioritizing multiple tasks in a fast-paced environment while providing excellent customer service to community bankers.

Individual will need to be available to work the following shifts on a rotating basis (CST): 7:30 a.m. – 4:00 p.m., 8:30 a.m. – 5:00 p.m. and 10:00 a.m. – 6:30 p.m. Position is on-site at our Bloomington office. Work from home opportunities may be available on a rotating basis after initial training period.

Essential Responsibilities

  • Enters information to customer DDA accounts.
  • Performs updates daily to our online banking platform.
  • Uploads and verifies file transfers to and from various sources.
  • Investigates any questions in regards to account postings, procedures and bank policies.
  • Reviews and refers new business to appropriate internal departments or external organizations.
  • Assists customers with product utilization, answers incoming calls and/or requests, troubleshoots, solves problems and provides resolution to supported users or other team members.
  • Balances and reconciles inclearings, verifying signatures and authorizations to prevent fraudulent items from clearing customer DDA accounts.
  • Maintains records and deposits daily drafts received from customer banks.
  • Handles electronic processing of Canadian checks and processing/collection of foreign checks.
  • Handles foreign currencies with vendors.
  • Enters and edits account analysis reports.
  • Completes and sends audit requests to banks and/or auditors, along with accompanying reports from other departments.

Education & Experience

  • High school diploma or equivalent
  • 1 – 2 years related experience
  • Windows operating system, 10-key proficiency
  • Familiarity with banking policies and procedures
  • General ledger posting and reconciliation knowledge
  • Pleasant phone demeanor
  • Detail oriented and able to meet deadlines

About

Headquartered in Bloomington, MN and chartered in 1975, United Bankers’ Bank (UBB) is the nation’s first bankers’ bank. Today, UBB has over $1 billion in assets, and is a trusted correspondent banking partner to over 1,000 community banks from the West Coast to the Great Lakes and South Atlantic. Our “First for Your Success” motto is a guiding principle that establishes the success of each and every customer and UBB employee as our number one priority.

United Bankers’ Bank is an EEO/AA employer: All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status or any other characteristic protected by law.

How to Apply

To view a summary of our superior benefits package and apply for this position, please visit our Careers page at https://www.ubb.com/about-us/careers.

MBA Job number/Date Added
JobtitleApplyBlindadDateaddedEducFilenumJobdescAbout
Banking Customer Service Specialist

To view a summary of our superior benefits package and apply for this position, please visit our Careers page at https://www.ubb.com/about-us/careers.

False5/6/2022

  • High school diploma or equivalent
  • 1 – 2 years related experience
  • Windows operating system, 10-key proficiency
  • Familiarity with banking policies and procedures
  • General ledger posting and reconciliation knowledge
  • Pleasant phone demeanor
  • Detail oriented and able to meet deadlines

H-7358

United Bankers’ Bank has an exciting opportunity for a Customer Service Specialist on our Operations team. Our ideal candidate will be a quick learner with high attention to detail. We are looking for someone who loves prioritizing multiple tasks in a fast-paced environment while providing excellent customer service to community bankers.

Individual will need to be available to work the following shifts on a rotating basis (CST): 7:30 a.m. – 4:00 p.m., 8:30 a.m. – 5:00 p.m. and 10:00 a.m. – 6:30 p.m. Position is on-site at our Bloomington office. Work from home opportunities may be available on a rotating basis after initial training period.

Essential Responsibilities

  • Enters information to customer DDA accounts.
  • Performs updates daily to our online banking platform.
  • Uploads and verifies file transfers to and from various sources.
  • Investigates any questions in regards to account postings, procedures and bank policies.
  • Reviews and refers new business to appropriate internal departments or external organizations.
  • Assists customers with product utilization, answers incoming calls and/or requests, troubleshoots, solves problems and provides resolution to supported users or other team members.
  • Balances and reconciles inclearings, verifying signatures and authorizations to prevent fraudulent items from clearing customer DDA accounts.
  • Maintains records and deposits daily drafts received from customer banks.
  • Handles electronic processing of Canadian checks and processing/collection of foreign checks.
  • Handles foreign currencies with vendors.
  • Enters and edits account analysis reports.
  • Completes and sends audit requests to banks and/or auditors, along with accompanying reports from other departments.

Headquartered in Bloomington, MN and chartered in 1975, United Bankers’ Bank (UBB) is the nation’s first bankers’ bank. Today, UBB has over $1 billion in assets, and is a trusted correspondent banking partner to over 1,000 community banks from the West Coast to the Great Lakes and South Atlantic. Our “First for Your Success” motto is a guiding principle that establishes the success of each and every customer and UBB employee as our number one priority.

United Bankers’ Bank is an EEO/AA employer: All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status or any other characteristic protected by law.