Float Client Service Specialist

4 weeks ago

Roseville, United States Umpqua Bank Full time

Float Client Service Specialist Retail Banking Group Location: Lincoln, California Description 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: Process a variety of routine financial transactions including check cashing, withdrawals, deposits, and loan payments. Balance cash drawer, counting currency and coin accurately. Assist customers in determining the types of account that will meet their financial needs. Open and process all types of deposit and loan accounts including complex retail products such as consumer loans, VISA merchant accounts, and small business loans. Cross-sell other bank services and refer customers to other departments as appropriate. Answer questions and/or resolve complex technical problems on customer accounts. Provide exceptional customer service. Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes. Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position. About You: Strong attention to detail and the ability to multi-task effectively. Ability to understand and follow directions. Ability to organize and prioritize work. Proficient use of Microsoft Word and Excel software applications and ability to operate a variety of office equipment. Ability to maintain confidentiality, use tact and diplomacy; maintain professional dress and demeanor. Demonstrated sales skills. Valid driver's license. Completion of high school, vocational training, or equivalent. Workstyle: Fully onsite. We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 to $20.00, 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] #J-18808-Ljbffr

  • Client Service Specialist

    1 week ago

    Roseville, California, United States Aritzia Full time

    THE TEAMThe Service Department is dedicated to providing exceptional service that fosters lasting relationships with our clientele.THE OPPORTUNITYAritzia is expanding, and our Service team in Retail is evolving alongside it. This is a remarkable chance to join a team committed to delivering elevated, Everyday Luxury service to our clients, cultivating loyal...

  • Client Service Specialist

    3 months ago

    Roseville, United States WGG Wealth Partners Full time

    Company OverviewWGG Wealth Partners is a leading financial planning firm committed to providing exceptional investment solutions and superior client service. Our firm specializes in offering comprehensive financial advisory services to individuals and businesses, helping them achieve their financial goals and secure their future. We are currently seeking a...

  • Client Services Consultant

    1 week ago

    Roseville, California, United States Allworth Financial Full time

    Client Engagement SpecialistAllworth Financial is a reputable independent firm dedicated to retirement planning, investment guidance, and 401(k) administration. Established in 1993, Allworth emphasizes the importance of client welfare and education. As a rapidly growing, multi-billion dollar organization, they are renowned for their outstanding client...

  • Client Service Representative

    2 months ago

    Roseville, United States Allworth Financial Full time

    SUMMARY: Our Client Service Team consistently strives for service excellence. Client Service Relationship Specialists work closely with advisor partners to deliver the best client experience. Client Service Relationship Specialists are critical to the service delivery and provide a high-touch experience with our clients. DUTIES AND RESPONSIBILITIES: Delivers...

  • Client Engagement Specialist

    3 days ago

    Roseville, California, United States Allworth Financial Full time

    Client Engagement SpecialistAllworth Financial is a distinguished independent firm focused on retirement planning, investment advisory services, and 401(k) management. Established in 1993, Allworth is committed to enhancing client well-being and education. As a rapidly growing, multi-billion dollar organization, they are recognized for their outstanding...

  • Client Support Specialist

    3 days ago

    Roseville, United States Metal Supermarkets Full time

    Client Support Specialist Job DescriptionPosition Overview:As a Client Support Specialist, you will be engaged in a full-time role, working five days a week without the need for evening or overnight hours.We are dedicated to fostering career growth and development within our organization, emphasizing internal promotions and providing numerous opportunities...

  • Client Specialist

    2 months ago

    Roseville, United States Baird Full time

    As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach.  Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation,...

  • Client Relationship Specialist

    3 months ago

    Roseville, United States Allworth Financial Full time

    Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and...

  • Client Specialist

    2 months ago

    Roseville, United States Baird Full time

    Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it...

  • Client Service Representative

    3 months ago

    Roseville, United States Ethosvet Full time

    **Ethos Veterinary Health** **Client Service Representative** **Client Care - Roseville, CA - Full Time** **About Atlantic Street Pet Emergency Center (PEC):** Pet Emergency Center is open 24 hours a day and is staffed by a team of highly skilled, compassionate veterinarians and veterinary technicians who are extensively trained in emergency medicine and...

  • Customer Service Specialist

    2 weeks ago

    Roseville, United States S&C, inc Full time $45,000 - $60,000

    Job DescriptionJob DescriptionHere at our company, we are a rapidly growing Business Development firm specializing in individualized customer service and sales strategies to meet the needs of our clients. We are seeking a driven and professional Customer Service Specialist to assist our growing consumer base to assist in product inquiries, answering...

  • Customer Service Specialist

    4 weeks ago

    Roseville, United States C and S Concepts Full time

    Job DescriptionJob DescriptionHere at our company, we are a rapidly growing Business Development firm specializing in individualized customer service and sales strategies to meet the needs of our clients. We are seeking a driven and professional Customer Service Specialist to assist our growing consumer base to assist in product inquiries, answering...

  • Customer Service Specialist

    5 days ago

    Roseville, United States S&C, inc Full time $45,000 - $60,000

    Job DescriptionJob DescriptionHere at our company, we are a rapidly growing Business Development firm specializing in individualized customer service and sales strategies to meet the needs of our clients. We are seeking a driven and professional Customer Service Specialist to assist our growing consumer base to assist in product inquiries, answering...

  • Veterinary Client Service Representative

    3 weeks ago

    Roseville, United States Ethosvet Full time

    **Ethos Veterinary Health** **Veterinary Client Service Representative** **Client Care - Roseville, CA - Full Time** **About Atlantic Street Pet Emergency Center (PEC):** Pet Emergency Center is open 24 hours a day and is staffed by a team of highly skilled, compassionate veterinarians and veterinary technicians who are extensively trained in emergency...

  • Over Night Client Care Specialist

    2 months ago

    Roseville, United States Ethos Veterinary Health Full time

    Overnight Client Care Specialist- Veterinary Medicine Who we are: Veterinary Specialty Hospital of Roseville is open 24 hours a day and is staffed by a team of highly skilled, compassionate veterinarians and veterinary technicians who are extensively trained in emergency medicine and intensive care. We are committed to work closely with the family and family...

  • Registered Nurse

    1 week ago

    Roseville, United States Monarch Healthcare Management Full time

    Registered Nurse - Float Pool Position OverviewThe Registered Nurse (RN) in the Float Pool is responsible for conducting thorough assessments to determine the health status of residents and developing a comprehensive Plan of Care tailored to their individual needs and preferences. This role includes supervising practical nurses, certified nursing assistants...

  • Nursing Professional

    1 week ago

    Roseville, United States Monarch Healthcare Management Full time

    Registered Nurse - Float Pool Position OverviewThe Registered Nurse (RN) in the Float Pool is responsible for conducting thorough assessments to determine the health status of residents and to develop a comprehensive Plan of Care tailored to individual needs and preferences. RNs supervise practical nurses, certified nursing assistants (CNAs), and other...

  • Echocardiography Specialist, Float

    1 week ago

    Roseville, California, United States Sutter Health Full time

    Position Summary:We are pleased to present an opportunity to join Sutter Health as a skilled Echocardiography Specialist. This role involves proficiently conducting diagnostic cardiac sonography assessments to evaluate cardiac structures and hemodynamics, adhering to the established standards of practice and the core values of our organization.The...

  • Client Service Coordinator

    3 months ago

    Roseville, United States Banfield Full time

    SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...

  • Client Service Coordinator

    2 months ago

    Roseville, United States Banfield Full time

    Docx 2 of 3 Last Revised: 08/20/2013 JP - Communication Skills - Client Service Skills - Priority Setting - Time Management CAPABILITIES AND EXPERIENCE (CAN DO) - Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shift Client Service, Coordinator, Service, Skills, Animal Care, Retail, Client