Relationship Banker
7 days ago
About Us:
Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.
About the Role:
The Relationship Banker is responsible for delivering an exceptional customer experience. They will be proficient in working with business customers to create new relationships and expand existing relationships by conducting financial reviews and building rapport with customers.
- Provide excellent customer service by providing immediate acknowledgement, identifying, and offering products and services, and responding to inquiries in a timely manner.
- Develop relationships by consulting with customers.
- Deliver and package detailed clerical support for deposit and consumer loan accounts, business accounts, collections and wires, safe deposit contracts, and pay and receive transactions.
- Back up Client Service Specialists.
- Stay current and demonstrate knowledge on products and procedures.
- Resolve customer issues and requests.
- Demonstrate proficiency with basic business, consumer, and trust entities.
- Learning consumer lending.
- Begin to mentor other team members about products, services, and business partners.
- Beginning to back up the Assistant Manager with operational duties and tasks.
- Other responsibilities as assigned.
- High school diploma or equivalent.
- Three years of customer service and/or personal banking experience.
- In depth knowledge of customer and business deposit and loan products, including treasury management and merchant services.
- Experience with outbound business development preferred.
- Identifying and offering solutions to meet customer's needs.
- Knowledge of products and services offered and referrals to business partners.
- Cash handling, balancing, and calculating skills.
- Ability to complete multiple and varying customer requests in a timely fashion.
- Support the branch goal of identifying and referring a wide range of bank products and services to the appropriate business partners.
- Familiar with state laws regarding products and services (look at specific training tracks).
- Bilingual, preferred.
Workstyle: Fully onsite.
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $20.63 to $28.94, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
-
Relationship Banker
7 days ago
Irvine, United States Umpqua Bank Full timeDescription About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets...
-
Associate Banker-Bilingual Chinese
2 months ago
Irvine, United States East West Bank Full timeIntroduction:Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
-
Associate Banker-Bilingual Chinese
2 months ago
Irvine, United States East West Bank Full time $17 - $19Introduction:Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
-
Personal Banker
2 months ago
Irvine, United States FIREFIGHTERS FIRST CREDIT UNION Full timeFor over 88 years, we have worked to create trusting relationships with our fire family. The bonds we build are the foundation of our credit union. As the largest, exclusive firefighter credit union in the nation with over $2.0B in assets, we serve over 64,000 members in more than 1,000 fire departments.Are you ready to empower firefighters and their...
-
Personal Banker
3 months ago
Irvine, United States Firefighters First Credit Union Full time $58,319 - $66,095For over 88 years, we have worked to create trusting relationships with our fire family. The bonds we build are the foundation of our credit union. As the largest, exclusive firefighter credit union in the nation with over $2.0B in assets, we serve over 64,000 members in more than 1,000 fire departments.Is your CV ready If so, and you are confident this is...
-
Firefighter Financial Services Representative
2 weeks ago
Irvine, United States Firefighters First Credit Union Full timeOverviewFighters First Federal Credit Union has been serving firefighters and their families for over 89 years. Our mission is to create trusting relationships with our members, empowering them to achieve their financial dreams.Salary: $60,000 - $80,000 per yearJob DescriptionAs a Financial Service Consultant II (Personal Banker) at Fighters First Federal...
-
Irvine, United States Citi Full time $58,190 - $81,210The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. ...
-
Irvine, United States Citi Full time $58,190 - $81,210The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. ...
-
Senior Banker
1 week ago
Irvine, United States Disability Solutions Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Managing Director
2 weeks ago
Irvine, United States First Foundation Bank Full timeSummary: This position is responsible for selling First Foundation Wealth Management's investment services to a high-net-worth clientele by networking through direct prospecting, cultivating external referral sources, and networking with key influencers. Salary Range: The salary range budgeted for this position is $172,500/yr to $180,000/yr and represents...
-
TM Sales Associate II
2 weeks ago
Irvine, United States Pacific Premier Full timeThe Treasury Management Associate is an integral Treasury Management team member who contributes to new sales targets and achieving portfolio growth objectives as directed by Treasury Management executive leadership. Responsible for providing treasury management sales support primarily to the assigned Treasury Management Consultants, as well as others...
-
Client Service Associate, Middle Market Banking
7 months ago
Irvine, United States JPMorgan Chase & Co. Full timeBe a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership...
-
TM Sales Associate II
1 month ago
Irvine, United States Pacific Premier Full timeThe Treasury Management Associate is an integral Treasury Management team member who contributes to new sales targets and achieving portfolio growth objectives as directed by Treasury Management executive leadership. Responsible for providing treasury management sales support primarily to the assigned Treasury Management Consultants, as well as others...
-
Senior Loan Officer, Mortgage
4 weeks ago
Irvine, United States GoodLeap Full timeAbout GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these...
-
Construction Loan Disbursement Specialist
1 month ago
Irvine, CA, United States Enterprise Services Full timeZions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in...
