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Personal Banker
2 months ago
Umpqua Bank Personal Banker in Bainbridge Island, Washington
Description
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.
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.
Workstyle: Fully onsite.
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