Client Service Specialist
3 weeks ago
Umpqua Bank is a leading western-based regional bank with over $50B in assets under management. We offer a unique brand of relationship banking and a culture where associates thrive.
About the RoleThis position processes customer account transactions quickly, accurately, and confidentially. As a Client Service Specialist, you will provide an exceptional banking experience to our customers by building relationships and offering appropriate products and services.
Key Responsibilities- Perform cash handling functions, including deposits, withdrawals, cash advances, payments, transfers, and check cashing.
- Balancing cash drawer and teller transactions.
- Learning basic knowledge of new and existing products and services.
- Discuss and access customer's 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.
- Read, understand, and follow all relevant SOP's.
- Perform and support daily tasks that maintain the integrity of the branch.
- Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.
- Provides an extraordinary customer experience.
- High School Diploma or GED.
- Some experience in customer service preferred.
- 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.
- Builds relationships with customers and internal teammates.
- Ability to perform repetitive finger, hand, and arm movements.
- Ability to think critically and provide appropriate solutions.
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