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.



  • 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...


  • 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...


  • 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 Specialist

    1 month ago


    Lake Worth, Florida, United States The Arc of Palm Beach County Inc Full time

    Job Title: Client SpecialistWe are seeking a dedicated and compassionate Client Specialist to join our team at The Arc of Palm Beach County Inc. This role is a fantastic opportunity to make a meaningful difference in the lives of individuals with intellectual and developmental disabilities.Job Summary:The Client Specialist will provide case management and...


  • Salt Lake, Utah, United States Utah Retirement Systems Full time

    About the JobUtah Retirement Systems (URS) is seeking a highly skilled and experienced professional to join our team as a Customer Service Specialist I. In this role, you will be responsible for providing advanced level technical and routine administrative support to our customers.Key ResponsibilitiesAnswer in-bound phone calls to educate and counsel members...


  • Lake Mary, Florida, United States BNY Mellon Full time

    Role OverviewAssociate, Client Processing Representative IAt BNY Mellon, we empower our employees to grow and succeed in a dynamic and inclusive work environment. As a leading global financial services company, we touch nearly 20% of the world's investible assets, providing innovative solutions to our clients that benefit businesses, communities, and people...

  • Office Specialist I

    4 weeks ago


    Salt Lake, Utah, United States State of Utah Full time

    Job SummaryThe Department of Workforce Services is seeking a highly skilled Office Specialist I to join our team in the South Valley District office. This is a long-term position that offers a unique opportunity to make a difference in the lives of individuals with disabilities.Key ResponsibilitiesPrepare and issue purchase authorizations and submit invoices...


  • Lake Elmo, United States Ultimate Staffing Full time

    Client Retention Specialist. Hours: M-F 8 am-5 pm. Location: Onsite in Woodbury. Pay: $45 k-$50 k Key Responsibilities:Develop and manage accurate service agreements. Effectively communicate with customers via phone and email to ensure smooth ren Specialist, Retention, Business Operations, Client, Healthcare, Staffing


  • Salt Lake, Utah, United States Myriad Genetics Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Support Specialist to join our team at Myriad Genetics. As a Client Support Specialist, you will play a critical role in ensuring the timely and accurate testing of patient specimens.Key Responsibilities:Coordinate testing services for patients by reviewing test request forms and...


  • Lake Mary, United States BNY Full time

    ~Vice President, Client Service~ 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...


  • Lake Mary, United States BNY Full time

    ~Vice President, Client Service~ 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...


  • Lake Mary, United States BNY Full time

    ~Vice President, Client Service~ 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...


  • Lake Mary, United States BNY Full time

    ~Vice President, Client Service~ 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...


  • Lake Mary, United States BNY Full time

    Senior Associate, Client Service  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...


  • Lake Mary, Florida, United States Paylocity Full time

    Job DescriptionAt Paylocity, we're looking for a skilled Benefits Client Service Representative to join our team. As a key member of our operations team, you'll be responsible for providing exceptional support to our clients, ensuring they have a seamless experience with our benefits platform.We're seeking a self-starter who is comfortable with heavy client...


  • Rice Lake, Wisconsin, United States HealthEcareers - Client Full time

    We are seeking a skilled Radiology Imaging Specialist to join our team at HealthEcareers - Client in Rice Lake, Wisconsin.Job DetailsSpecialty: Radiology ImagingDuration: 13 weeksShift: 8 hours, daysEmployment Type: TravelAs a Radiology Imaging Specialist, you will be responsible for providing high-quality imaging services to patients. You will work closely...


  • Lake Mary, Florida, United States TTI of USA, Inc. Full time

    As a Client Support Specialist at TTI of USA, Inc., you will provide professional support to clients, investment managers, and transfer agents through timely and accurate processing of trade instructions and related transactions. Your role will involve working closely with clients to understand their needs and providing tailored solutions to meet their...


  • Bonney Lake, United States Ceva Logistics US, Inc Full time

    YOUR ROLE Are you known for exceptional operational support in the supply chain environment? Are you passionate about data integrity and transportation operations? If so, we have an opportunity that would allow you to provide an essential role and contribute to delivering superior supply chain services. WHAT ARE YOU GOING TO DO? Develop and provide excellent...


  • Lake City, United States Vystar Credit Union Full time

    At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week.Make sure to read the full description below, and please apply...


  • Lake Forest, Illinois, United States RBC Capital Markets, LLC Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Client Associate/Registered Client Associate at RBC Wealth Management, you will play a vital role in supporting financial advisors and clients. Your administrative and operational skills will be utilized to help advisors manage and grow their business. You will demonstrate a client-first approach while...