Personal Banker

4 months ago

Shingle Springs, United States Umpqua Bank Full time
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:

The Personal Banker is responsible for delivering an exceptional customer experience. They will build new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the customer to the appropriate business partners within the Bank when needed.

  • 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.
About You:
  • High school diploma or equivalent
  • Knowledge of products and services offered.
  • Ability to follow Standard Operating Procedures
  • Cash handling, balancing, and calculating skills.
  • Ability to complete multiple and varying customer requests in a timely fashion.
  • Supports the branch goal of identifying and referring a range of bank products and services to the appropriate business partners.
  • Focused on learning to expand the customer relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.
  • Familiar with state laws regarding products and services (look at specific training tracks)
  • Ability to become NMLS certified.
  • Prior Client Service Specialist or banking experience.
  • 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 $18.00 to $25.00, 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.

  • Personal Banker

    2 weeks ago

    Blue Springs, United States Commerce Bank Full time

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with...

  • Personal Banker

    6 months ago

    Desert Hot Springs, United States PNC Bank Corp. Full time

    Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partner Personal Banker, Customer Experience, Banker, Business Services, Benefits, Sales, Education

  • Personal Banker

    1 month ago

    Rock Springs, Wyoming, United States Quality Talent Group Full time

    About the JobWe are seeking a highly motivated and customer-focused Personal Banker to join our team. As a Personal Banker, you will be responsible for building strong relationships with our customers, understanding their financial needs, and providing personalized solutions to help them achieve their financial goals.Key ResponsibilitiesBuild and maintain...

  • Personal Banker

    4 weeks ago

    Hot Springs, South Dakota, United States Quality Talent Group Full time

    About the JobWe are seeking a highly motivated and customer-focused Personal Banker to join our team. As a Personal Banker, you will be responsible for building strong relationships with our customers, providing exceptional service, and helping them achieve their financial goals.Key Responsibilities:Deliver exceptional customer service by building...

  • Personal Banker

    7 days ago

    Colorado Springs, Colorado, United States Dickinson Financial Corporation Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Personal Banker to join our team at Dickinson Financial Corporation. As a Personal Banker, you will be responsible for providing exceptional client service, promoting bank products and services, and achieving sales goals.Key ResponsibilitiesProvide "fast, easy, and personal" service to...

  • Personal Banker

    2 weeks ago

    Pagosa Springs, Colorado, United States First Southwest Bank Full time

    Job Title: Pagosa Personal BankerAt First Southwest Bank, we are seeking a highly motivated and customer-focused Personal Banker to join our team. As a key member of our branch, you will be responsible for delivering exceptional customer experiences, building strong relationships, and driving deposit growth and consumer loan sales.Key...

  • Personal Banker

    1 month ago

    Hot Springs National Park, Arkansas, United States Quality Talent Group Full time

    About the RoleWe are seeking a highly motivated and customer-focused Personal Banker to join our team. As a Personal Banker, you will be responsible for providing exceptional customer service, building relationships, and helping customers achieve their financial goals.Key ResponsibilitiesProvide personalized banking solutions to customers, including account...

  • Personal Banker

    4 weeks ago

    Bonita Springs, Florida, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly motivated and customer-focused individual to join our team as a Personal Banker. As a key member of our Retail Branch Banking Network, you will play a critical role in strengthening customer relationships and driving sales growth.Key Responsibilities:Acquire and deepen the branch customer base...

  • Personal Banker

    3 weeks ago

    Bonita Springs, Florida, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled and motivated individual to join our team as a Personal Banker. As a key member of our Retail Branch Banking Network, you will play a critical role in strengthening customer relationships and driving sales growth.Key Responsibilities:Acquire and deepen the branch customer base through...

  • Personal Banker

    2 weeks ago

    Colorado Springs, Colorado, United States UMB Financial Corporation Full time

    About the RoleAs a Personal Banker at UMB, you will play a vital role in building and maintaining strong relationships with our customers. You will be responsible for providing expert advice and guidance on our products and services, identifying customer needs, and offering tailored financial solutions to help them achieve their goals.Key ResponsibilitiesAsk...

  • Personal Banker

    2 weeks ago

    Blue Springs, Missouri, United States Commerce Bank Full time

    About Commerce BankAt Commerce Bank, we're dedicated to helping our customers achieve financial safety and success. As a Personal Banker, you'll play a vital role in delivering exceptional customer experiences and providing tailored financial solutions to meet their needs.Key ResponsibilitiesDevelop and maintain long-lasting relationships with customers,...

  • Bilingual Personal Banker

    2 weeks ago

    Siloam Springs, Arkansas, United States First National Bank Texas Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Bilingual Personal Banker to join our team. As a Bilingual Personal Banker, you will be responsible for providing exceptional customer service to a diverse customer base, including a large Spanish-speaking population.Key ResponsibilitiesProvide exceptional customer service, including receipt...

  • Personal Banker Associate I

    3 months ago

    Bonita Springs, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and...

  • Roving Personal Banker Bilingual Desert Valley

    2 weeks ago

    Palm Springs, United States Wells Fargo Full time

    Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies. Be flexible and adaptable to changing priorities and new surroundings while meeting cust Personal Banker, Bilingual, Banker, Customer Experience, Benefits, Financial, Banking, Business Services

  • Personal Banker I

    2 weeks ago

    Colorado Springs, United States UMB Financial Corporation Full time

    Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities to...

  • Personal Banker Associate I

    1 month ago

    Bonita Springs, Florida, United States Fifth Third Full time

    Unlock Your Potential as a Personal Banker Associate IFifth Third Bank is seeking a talented and motivated individual to join our team as a Personal Banker Associate I. As a key member of our Financial Center team, you will play a critical role in delivering exceptional customer experiences and driving business growth.Key Responsibilities:Develop and...

  • **Personal Banker

    2 months ago

    Rock Springs, Wyoming, United States Quality Talent Group Full time

    About the RoleWe are seeking a highly motivated and customer-focused Personal Banker to join our team at Quality Talent Group. As a Personal Banker, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our clients.Key ResponsibilitiesParticipate in the delivery of exceptional customer experiences...

  • Personal Banker

    4 weeks ago

    Desert Hot Springs, California, United States WELLS FARGO BANK Full time

    About Wells FargoWells Fargo is a leading financial services company that provides a wide range of banking, investment, and insurance products and services. We are committed to helping our customers achieve their financial goals and live their best lives.About the RoleWe are seeking an Associate Personal Banker to join our team in Hot Springs, SD. As a...

  • Personal Banker

    2 months ago

    Hot Springs, South Dakota, United States Quality Talent Group Full time

    About the Job**Personal Banker - Customer Service Representative**We are seeking a highly motivated and customer-focused individual to join our team as a Personal Banker - Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, building strong relationships with our clients, and...

  • Independent Real Estate Professional

    1 month ago

    Palm Springs, California, United States Coldwell Banker Residential Brokerage Full time

    Unlock Your Potential as a Successful Real Estate AgentAre you a self-motivated individual with a passion for helping others achieve their real estate goals? Do you have excellent communication and organizational skills, with a genuine interest in servicing people? If so, we may have the perfect opportunity for you to become a successful Independent Real...