Client Service Specialist I

4 months ago


Newport, United States Umpqua Bank Full time

DescriptionAbout 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:This position processes a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services.Performs cash handling functions (deposits, withdrawals, cash advances, payments, transfers, check cashing, etc.).Balancing cash drawer and Client Service Specialist transactions.Learning basic knowledge of new and existing products and services.Discuss and access customer's financial needs to identify and offer appropriate products and services.Secure against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.Identify fraudulent activity.Read, understand, and follow all relevant SOP's.Perform and support daily tasks that maintain the integrity of the branch (balance ATM, process night drop, balance negotiable instruments, process returned mail, balance credit card machine, monitor lobby rate sheets and brochures).Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.Provides an extraordinary customer experience.Other tasks as assigned.About You:High School Diploma or GED.Some experience in customer service preferred.Bilingual preferred.Ability to work in a fast-paced, cash handling environment.Maintain a professional demeanor at all times.Strong organizational and time management skills.Ability to work effectively as part of a team.Ability to pass Client Service Specialist training programs.Builds relationships with customers and internal teammates.Ability to perform repetitive finger, hand, and arm movements.Ability to think critically and provide appropriate solutions.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 $18.00 - $19.00, 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].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.



  • Newport Beach, California, United States Raymond James Full time

    Job OverviewIn this role, you will provide exceptional administrative support to our Financial Advisors and clients. As a Senior Client Service Specialist, you will be responsible for delivering high-quality client service, managing multiple tasks, and maintaining accurate records.


  • Newport Beach, California, United States Campaign Matrix Full time

    Campaign Matrix is a collaborative and supportive workplace that values innovation and creativity. We are seeking a talented Client Relationship Specialist to join our team and help drive business growth through exceptional client service. As a Client Relationship Specialist, you will be responsible for building and maintaining strong relationships with our...


  • Newport News, Virginia, United States Labor Finders Full time

    About the PositionLabor Finders is seeking a Client Experience Specialist to join our team. In this role, you'll have the opportunity to deliver exceptional service to our clients and help them achieve their goals.Your Key ResponsibilitiesThe successful candidate will have the following skills and qualifications:Proven experience in customer-facing...


  • Newport, United States Level Up Campaigns Full time

    Customer Success Specialist Cincinnati, OH. Our team is looking for a dynamic and excited candidate to join our Customer Success team. You will serve as the first point of contact for inquiries, concerns, and support related to our products/services. The primary goal of this role is to ensure a positive customer experience, resolve issues efficiently, and...


  • Newport News, Virginia, United States I AM Companion Home Care LLC Full time

    Join Our Team:We are seeking a compassionate and detail-oriented Patient Care Specialist to join our team at I AM Companion Home Care LLC. As a Patient Care Specialist, you will be responsible for providing high-quality care to patients in their homes. If you have a passion for delivering exceptional patient care, we encourage you to apply for this rewarding...


  • Newport, United States Superior Contracting & Maintenance Full time

    Plumbing Services Specialist WantedWe are looking for a highly skilled Plumbing Services Specialist to join our team at Superior Contracting & Maintenance. The estimated salary for this position is $85,000 - $115,000 per year.About Us:With 13 years of experience in providing maintenance services to property management companies, we value clear communication,...


  • Newport Beach, California, United States Jobot Full time

    Job SummaryWe are seeking a skilled Luxury Client Insurance Specialist to join our team at Jobot. The successful candidate will be responsible for managing and servicing high net worth client accounts, providing expert advice and customized insurance solutions for their personal lines portfolios.About the RoleThe Personal Lines Account Manager is a key...


  • Newport Beach, United States Campaign Matrix Full time

    We are fun, collaborative and supportive—and we also work hard. We are rapidly growing and looking for talented, like-minded individuals who want to make their mark as part of something truly extraordinary. Client Engagement Specialist Applications are now being accepted. Projected start date: April 1, 2022 Education/Experience requirements: BS/BA in...


  • Newport Beach, United States Beacon Pointe Full time

    Client Service Associate | Newport Beach, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our Newport Beach, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and...


  • Newport Beach, California, United States Meier Law Firm Full time

    Overview: As a valued member of our team, the Client Service Coordinator will play a critical role in ensuring seamless communication and exceptional client experiences.Responsibilities:Act as the main point of contact for clients and internal teamsDevelop strong relationships with clients and colleaguesProvide administrative support to the Client Services...


  • Newport Beach, United States Beacon Pointe Advisors Full time

    Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth...


  • Newport Beach, United States Meier Law Firm Full time

    DescriptionWe need an entry-level warm, personable, compassionate, detail-oriented, tech-savvy, administrative assistant who will be our receptionist, and assist our Client Services Manager and paralegals with operational support. This person will be the warm, friendly voice who answers all calls and helps potential clients get scheduled with our intake...


  • Newport Beach, United States Meier Law Firm Full time

    Description We need an entry-level warm, personable, compassionate, detail-oriented, tech-savvy, administrative assistant who will be our receptionist, and assist our Client Services Manager and paralegals with operational support. This person will be the warm, friendly voice who answers all calls and helps potential clients get scheduled with our intake...


  • Newport, United States Netsimco Full time

    Netsimco is a Saalex company located in Middletown, RI. Saalex is an Engineering and Information Technology Services company providing Cyber Security, Information Technology, Strategic Operations Research, Wargaming, Training and Education, Range Operations and Management, Engineering and Logistics Services, Data Analytics and Business Intelligence Services...


  • Newport News, United States Spar Group Full time

    Overview:  Client Services Manager SPAR is a global leader in providing consumer solutions representing top-tier CPG partners and fortune 100 retailers across 10 countries. We are expanding our Customer Service Teams and welcome you to consider SPAR to further your career. To be successful in your manager position you’ll need to have strong analytical...


  • Newport News, Virginia, United States A & S Realty Inc ta Andleton Management Full time

    About the RoleWe are looking for a highly skilled Client Service Representative to provide exceptional support to our clients at A & S Realty Inc t/a Andleton Management. The successful candidate will have excellent communication skills, be able to work independently, and have a strong attention to detail.Responsibilities include creating and maintaining...


  • Newport News, United States PeopleShare Inc Full time

    PeopleShare is searching for a Family Services Specialist to provide ongoing social work services to local families to make a lasting impact by supporting them through challenges and guiding them toward stability and success. This full-time position in Newport News, VA offers competitive pay, great medical benefits, and an opportunity to grow your...


  • Newport, Rhode Island, United States United Parcel Service Full time

    About the JobWe are seeking a Freelance Delivery Specialist to join our team on a seasonal basis. As a Freelance Delivery Specialist, you will have the opportunity to work independently and use your own vehicle to deliver packages throughout your community.Our team is dedicated to providing excellent customer service and ensuring that packages are delivered...


  • Newport News, Virginia, United States Alchemy Financial Group Full time

    About the RoleWe are looking for a driven Financial Services Specialist to help us expand our business by proactively seeking and acquiring new clients. You will identify their needs and demands, and sell insurance products accordingly.The primary goal is to establish strong relationships with clients to ensure growth and enhance our firm's reputation. As a...


  • Newport Beach, United States Sweet James LLP Full time

    Job Title:Client Relations AttorneyJob Description:We are seeking an experienced attorney to join our team at Sweet James LLP. This role involves identifying potential clients and assessing the viability of personal injury cases, addressing inquiries regarding our services and fees, and communicating effectively with potential clients.Key...