Client Service Representative

1 week ago

White Salmon, Washington, 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

In this role, you will work on assignments that are routine in nature, processing financial transactions, balancing cash drawers, and assisting customers with their financial needs.

Key Responsibilities
  • Process a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments.
  • Balance cash drawers, counting currency and coin accurately.
  • Assist customers in determining the types of accounts that will meet their financial needs.
  • Open and process all types of deposit and loan accounts, including complex retail products.
  • Cross-sell other bank services and refer customers to other departments as appropriate.
  • Answer questions and resolve complex technical problems on customer accounts.
  • Provide exceptional customer service.
  • Maintain working knowledge of bank regulations and policies.
Requirements
  • Cash handling experience.
  • Strong attention to detail and ability to multi-task effectively.
  • Ability to understand and follow directions.
  • Ability to organize and prioritize work.
  • Proficient use of Microsoft Word and Excel software applications.
  • Ability to maintain confidentiality and use tact and diplomacy.
  • Demonstrated sales skills.
  • Valid drivers' license.
  • Completion of high school, vocational training, or equivalent.
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 $18.00 - $20.00, and the pay rate for the selected candidate is dependent on various factors.

We offer eligible associates comprehensive healthcare coverage, a 401(k)-retirement savings plan, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, and more.

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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