Client Service Specialist I

4 months ago

Bonney Lake, 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 also provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services. Perform cash handling functions (e.g., deposits, withdrawals, cash advances, payments, transfers, check cashing).Balance cash drawer and client service specialist transactions.Demonstrate knowledge of new and existing products and services.Discuss and access customers' 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.Perform and support daily tasks that maintain the integrity of the branch (e.g., balance ATM, process night drop, balance negotiable instruments, process returned mail, balance credit card machine, monitor lobby rate sheets and brochures).Support referral goals for the branch by identifying and referring basic bank products to the appropriate business partner.Provide an extraordinary customer experience.Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities -knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, RegulationE, Bank Security and other regulations as applicable to this job description.Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.Takes personal initiative and is a positive example for others to emulate.Embraces our vision to become "The World's Greatest Bank."May perform other duties as assigned. About You:High school diploma or GED.One year of experience as a client service specialist.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.Ability to develop and maintain working knowledge of Bank policies, procedures, and systems.May back up operational duties of the personal banker and/or assistant manager.Building capabilities to identify relationship-building opportunities, such as outbound telephone calls to customers.Provide basic guidance to less experienced client service specialists when needed.Workstyle: Fully onsiteOur Benefits:We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00-$24.00, 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.

  • Client Services Specialist I

    3 weeks ago

    Avon Lake, Ohio, United States Covanta Full time

    About the RoleThe Client Services Specialist I is a key member of our team, responsible for delivering exceptional customer service and ensuring seamless order processing. This role requires strong communication skills, attention to detail, and the ability to work effectively in a fast-paced environment.Key ResponsibilitiesProcess customer orders and respond...

  • Client Services Specialist I

    3 weeks ago

    Avon Lake, United States Covanta Full time

    Who we areFor more than 40 years, Reworld has been a leader in sustainable waste solutions, providing our customers with innovative solutions that help them achieve carbon-negative outcomes. Our VisionReworld is leading the charge to a carbon-negative future through revolutionary sustainable materials management solutions that reduce, reuse, recycle and...

  • Client Services Specialist I

    1 month ago

    Avon Lake, United States Covanta Full time

    Who we are For more than 40 years, Reworld has been a leader in sustainable waste solutions, providing our customers with innovative solutions that help them achieve carbon-negative outcomes. Our Vision Reworld is leading the charge to a carbon-negative future through revolutionary sustainable materials management solutions that reduce, reuse, recycle and...

  • Client Service Specialist

    1 month ago

    Salt Lake, Utah, United States Prime Capital Financial Full time

    Client Service SpecialistWe are seeking a highly motivated and detail-oriented Client Service Specialist to join our team at Prime Capital Financial. As a Client Service Specialist, you will play a critical role in delivering exceptional client service and building strong relationships with our clients.Key Responsibilities:Provide personalized support and...

  • Client Service Specialist

    1 month ago

    Salt Lake, Utah, United States Prime Capital Financial Full time

    Client Service SpecialistWe are seeking a highly motivated and detail-oriented Client Service Specialist to join our team at Prime Capital Financial. As a Client Service Specialist, you will play a crucial role in delivering exceptional client service and building strong relationships with our clients.Key Responsibilities:Client Relationship Management:...

  • Service Desk Specialist

    2 weeks ago

    Bonney Lake, Washington, United States Belcan Full time

    Job Title: Service Desk SpecialistBelcan is seeking a highly skilled Service Desk Specialist to join our team. As a Service Desk Specialist, you will be responsible for providing technical support and assistance to our clients and internal teams.Key Responsibilities:Manage the desktop support environment, including minor server/network administration as...

  • Package Delivery Specialist

    7 days ago

    Bonney Lake, Washington, United States United Parcel Service Full time

    At United Parcel Service, we're more than just a company that delivers packages. We're a team of dedicated professionals working together to make a difference in our customers' lives.As a Package Delivery Specialist, you'll play a crucial role in helping us deliver on our promise of excellent customer service. You'll ride along with one of our experienced...

  • Field Services Representative I Inside Sales

    4 weeks ago

    Bonney Lake, United States BFS Group Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Field Services Representative I Inside Sales to join our team at BFS Group. As a Field Services Representative I Inside Sales, you will be responsible for addressing construction service and product issues at the customer's site to ensure that customer complaints regarding the quality and...

  • Client Service Specialist

    2 weeks ago

    Lake Oswego, Oregon, United States TIH Insurance Full time

    Job Title: Client Service Specialist/AdministrativeJob Summary:We are seeking a highly skilled Client Service Specialist/Administrative to join our team at TIH Insurance. As a key member of our support team, you will be responsible for providing exceptional internal and external service support to our clients, vendors, and teammates.Key...

  • Vice President, Client Service I

    2 months ago

    Lake Mary, United States BNY Full time

    Vice President, Client Service I At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions...

  • Vice President, Client Service I

    2 months ago

    Lake Mary, United States BNY Full time

    Vice President, Client Service I At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions...

  • Client Service Specialist

    2 months ago

    Fife Lake, Michigan, United States Umpqua Bank Full time

    About Umpqua BankUmpqua Bank is a leading western-based regional bank with over $50 billion in assets under management. We offer a unique brand of relationship banking and a culture where associates thrive.About the RoleThis position is responsible for processing customer account transactions quickly and accurately. As a Client Service Specialist, you will...

  • Client Service Specialist

    1 week ago

    Lake Oswego, Oregon, United States McGriff Insurance Services Full time

    Job Summary: McGriff Insurance Services is seeking a highly skilled Client Service Specialist to join our team. As a key member of our sales and service teams, you will be responsible for providing exceptional internal and external service support to clients, vendors, and teammates. This role requires a strong ability to build and maintain professional...

  • Client Relationship Consultant

    1 month ago

    Bonney Lake, Washington, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a key role in building and maintaining strong relationships with our clients, providing personalized guidance and support to help them achieve their financial goals.Key ResponsibilitiesBuild and foster relationships...

  • Client Services Specialist

    2 months ago

    Lake Charles, Louisiana, United States Curt Beckham - State Farm Agent Full time

    Job DescriptionBenefits:Career advancement opportunitiesPaid time offTraining and development programsFront Office Customer Service Specialist - Agent Team MemberPosition Overview As a Team Member for the Curt Beckham Agency, you will contribute to our growth by engaging in value-driven conversations and delivering exceptional customer experiences to both...

  • Client Service Specialist

    1 month ago

    Salt Lake City, United States Prime Capital Financial Full time

    We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management and retirement plan practice in our Salt Lake City Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their lifes ambitions and we are looking for people with the drive,...

  • Vice President, Client Service I

    4 weeks ago

    Lake Mary, Florida, 32746, Seminole County, FL, United States BNY Full time

    Vice President, Client Service I At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions...

  • Client Service Specialist

    1 month ago

    Salt Lake City, United States Prime Capital Financial Full time

    We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management and retirement plan practice in our Salt Lake City Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive,...

  • Client Service Specialist

    1 month ago

    salt lake city, United States Prime Capital Financial Full time

    We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management and retirement plan practice in our Salt Lake City Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive,...

  • Client Service Specialist

    2 months ago

    Lake Oswego, United States McGriff Insurance Services Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Specialist to join our team. As a key member of our support staff, you will provide exceptional customer service to our members, ensuring their needs are met and exceeded.Key ResponsibilitiesProvide timely and effective support to members via phone, email, and other communication...