Client Service Specialist

3 weeks ago


Roseburg, Oregon, United States Umpqua Bank Full time
About Umpqua Bank

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 Role

This 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.
Requirements
  • 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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