Client Service Specialist
1 week ago
Umpqua Bank is a leading regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation.
We are committed to creating a great place to work by providing a culture where associates thrive. Our core values of Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships guide our actions and decisions.
About the RoleThis position is responsible for processing customer account transactions quickly and accurately. 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 include:
- Performing cash handling functions, including deposits, withdrawals, cash advances, payments, transfers, and check cashing
- Balancing cash drawer and Client Service Specialist transactions
- Learning basic knowledge of new and existing products and services
- Discussing and accessing customer's financial needs to identify and offer appropriate products and services
- Securing against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds
- Identifying fraudulent activity
- Reading, understanding, and following all relevant SOPs
Additional responsibilities include:
- Performing and supporting daily tasks that maintain the integrity of the branch
- Supporting referral goals for the branch by focusing on and identifying and referring basic bank products to the appropriate business partner
- Providing an extraordinary customer experience
We are looking for a highly motivated and organized individual with excellent communication skills. The ideal candidate will have:
- A 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
This role is fully onsite.
Our BenefitsWe offer a competitive total rewards package, including base wages and comprehensive benefits. The pay range for this role is $22.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors, including job-related knowledge, skills, and experience, education, and geographic location.
The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage, a 401(k)-retirement savings plan with employer match for qualifying associate contributions, 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.
Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to DiversityUmpqua 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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