Client Service Representative

4 weeks ago


Petaluma, California, United States Umpqua Bank Full time
About the Role:

This position involves processing customer account transactions quickly and accurately, while maintaining confidentiality. As a Client Service Specialist, you will provide an exceptional banking experience to customers by building relationships and offering appropriate products and services.

Key responsibilities include performing cash handling functions, balancing cash drawers, and learning about new and existing products and services. You will also discuss and access customers' financial needs to identify and offer suitable products and services.

Additionally, you will secure against loss by ensuring the safekeeping of money in the cash drawer and prompt accounting or transfer of funds. You will also identify fraudulent activity and read, understand, and follow all relevant SOPs.

Other tasks may include performing and supporting daily tasks that maintain the integrity of the branch, supporting referral goals for the branch, and providing 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

Workstyle:

Fully onsite

Benefits:

We offer a competitive total rewards package, including base wages and comprehensive benefits. The pay range for this role is $18.00 to $22.48, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors. The role may be eligible for performance-based incentive compensation.

We also 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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