Personal Banker

5 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

    1 month 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

    3 weeks ago

    Blue Springs, United States Commerce Bank Full time

    About Working at CommerceBuilding 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...

  • 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

    4 weeks 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

    4 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,...

  • Personal Banker I

    1 month 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...

  • Relationship Banker

    1 month ago

    Glenwood Springs, Colorado, 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.Job SummaryWe are seeking a Relationship Banker to join our team in Glenwood Springs, CO. As a...

  • Universal Banker

    4 weeks ago

    Colorado Springs, Colorado, United States InBank Full time

    Job Summary:As a Universal Banker at InBank, you will be responsible for providing exceptional customer service and financial solutions to our clients. This role requires a strong emphasis on building relationships, identifying customer needs, and recommending relevant banking products and services. You will work closely with customers to understand their...

  • Relationship Banker

    1 month ago

    Western Springs, Illinois, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a skilled Relationship Banker to join our Retail Banking organization in Western Springs, IL. As a key member of our team, you will be responsible for acquiring and expanding share of wallet for mass affluent client segment and Business Banking opportunities under 1MM in sales revenue.Key...

  • Senior Banking Professional

    4 weeks ago

    Shingle Springs, California, United States Bank of America Full time

    Job Summary:As a Senior Banker at Bank of America, you will serve as the first point of contact for financial center clients, helping to uncover their personal banking needs and providing solutions to meet those needs. This role requires strong communication and relationship-building skills, as well as the ability to work effectively in a team...

  • Pagosa Personal Banker

    4 months ago

    Pagosa Springs, United States First Southwest Bank Full time

    Position Description: Responsible for delivering an exceptional customer experience during every interaction, to every customer, every time. This position requires an ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner while discovering, anticipating and meeting their personal financial needs through...

  • Bilingual Personal Banker

    3 weeks ago

    balch springs, United States First Convenience Bank Full time

    Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.* Follow the established policies in accordance with the bank and the supervisor's direction* Accountable for the personal achievement of monthly new account production as assigned by upper management*...

  • Bilingual Personal Banker

    1 month ago

    Siloam Springs, United States First National Bank Texas Full time

    Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in accordance with the bank and the supervisor's direction * Accountable for the personal achievement of monthly new account production as assigned by upper management *...

  • Bilingual Personal Banker

    3 weeks ago

    Balch Springs, TX, United States First Convenience Bank Full time

    Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.* Follow the established policies in accordance with the bank and the supervisor's direction* Accountable for the personal achievement of monthly new account production as assigned by upper management*...

  • Commercial Banker II

    7 days ago

    colorado springs, United States CrossFirst Bank Full time

    About the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix, Tucson, and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the...

  • Commercial Banker II

    6 days ago

    Colorado Springs, United States CrossFirst Bank Full time

    About the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix, Tucson, and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the...

  • Retail Banker I

    4 weeks ago

    Altamonte Springs, United States TD Bank Group Full time

    Work Location: Altamonte Springs, Florida, United States of America Hours: 40 Pay Details: $22.00 - $28.25 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...

  • Customer Relationship Specialist

    4 weeks ago

    Colorado Springs, Colorado, United States WELLS FARGO BANK Full time

    About This RoleWells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division.Key ResponsibilitiesDeliver exceptional customer experiences by building relationships through proactive outreach and proposing suitable products, services, and digital solutions to help...

  • Retail Relationship Banker

    1 day ago

    Steamboat Springs, United States BMO Financial Full time

    Application Deadline:12/30/2024Address:555 Lincoln Ave.Job Family Group:Retail Banking Sales & ServiceThe branch assignment for this opening will be determined at time of offer and will vary based on business need.Locations include but not limited to: Steamboat Springs, Kremmling, FriscoDelivers exceptional service to BMO customers and prospects. Identifies...

  • Financial Services Representative

    4 weeks ago

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

    Job Summary:As a Personal Banker at UMB, you will play a key role in building and maintaining strong relationships with customers, providing them with expert advice and guidance on financial products and services. You will be responsible for identifying customer needs and offering tailored solutions to meet those needs, while also ensuring that customers...