Banking Associate

1 week ago


Port Angeles, Washington, United States Umpqua Bank Full time
About the Role

The Personal Banker is a key member of our team, responsible for delivering exceptional customer experiences. This role involves building and expanding relationships with clients by identifying their needs, offering relevant products and services, and referring them to the appropriate business partners within the Bank.

Key Responsibilities
  • Provide outstanding customer service by acknowledging clients promptly, identifying their needs, and offering suitable products and services.
  • Develop relationships by consulting with clients and delivering personalized support.
  • Deliver and package detailed clerical support for deposit and consumer loan accounts, business accounts, collections, and wires.
  • Support Client Service Specialists and stay up-to-date on products and procedures.
  • Resolve customer issues and requests in a timely and professional manner.
  • Demonstrate expertise in basic business, consumer, and trust entities.
  • Learn and develop consumer lending skills.
  • Mentor team members on products, services, and business partners.
  • Assist the Assistant Manager with operational duties and tasks.
About You
  • High school diploma or equivalent.
  • One year of customer service and/or personal banking experience.
  • Knowledge of products and services offered and referrals to business partners.
  • Ability to follow Standard Operating Procedures.
  • Cash handling, balancing, and calculating skills.
  • Ability to complete multiple and varying customer requests in a timely fashion.
  • Support the branch goal of identifying and referring a wide range of bank products and services to the appropriate business partners.
  • Proficient in expanding the customer relationship with emphasis on creating new relationships and expanding existing relationships.
  • Familiar with state laws regarding products and services.
  • Working towards NMLS certification.
  • In-depth knowledge of consumer loan products.
  • Developing consumer lending skills.
  • Bilingual, preferred.
  • NMLS Certification, preferred.
Workstyle and Benefits

This role is fully onsite and offers a competitive total rewards package, including base wages and comprehensive benefits. The pay range for this role is $20.00 - $22.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors.

We offer eligible associates comprehensive healthcare coverage, a 401(k)-retirement savings plan with employer match, 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.

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.



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