Client Service Representative

3 days ago


Medford, Oregon, United States Umpqua Bank Full time
About the Role

This position is responsible for providing exceptional customer service to our clients by processing a variety of account transactions quickly, accurately, and confidentially. The ideal candidate will have a strong understanding of banking products and services, as well as excellent communication and interpersonal skills.

Key Responsibilities
  • Process customer account transactions, including deposits, withdrawals, cash advances, payments, transfers, and check cashing
  • Provide exceptional customer service by building relationships and offering appropriate products and services
  • Perform cash handling functions, including balancing cash drawers and client service specialist transactions
  • Learn 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 SOPs
  • 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
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
Benefits

We offer a competitive total rewards package, including base wages and comprehensive benefits. The pay range for this role is $20.00, 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 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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