Client Relationship Specialist I

2 weeks ago

Salem, Oregon, United States Umpqua Bank Full time
Client Relationship Specialist I
Retail Banking Division
Overview:

About Us:
Umpqua Bank, a prominent financial institution in the Pacific Northwest, employs over 5,000 individuals and provides a wide array of banking services nationwide.

As we integrate our operations following a recent merger with Columbia Bank, we are positioned as a leading regional bank with assets exceeding $50 billion. Our commitment to our employees, clients, and communities remains steadfast.

We foster a supportive work environment characterized by our unique approach to relationship banking, ensuring our associates flourish.

We are looking for candidates who resonate with our core values: Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.


Role Responsibilities:

The Client Relationship Specialist is tasked with providing an outstanding customer experience. Key responsibilities include:

  • Establishing and nurturing new and existing client relationships by identifying needs through thoughtful inquiries.
  • Offering suitable products and services while connecting clients with relevant business partners within the bank.
  • Delivering exceptional customer service by promptly addressing inquiries and requests.
  • Consulting with clients to build strong relationships.
  • Providing comprehensive clerical support for various accounts, including deposits, consumer loans, business accounts, collections, and transactions.
  • Assisting Client Service Specialists as needed.
  • Staying informed about products and procedures to enhance service delivery.
  • Resolving customer concerns and requests effectively.
  • Demonstrating proficiency in business, consumer, and trust accounts.
  • Beginning to mentor fellow team members regarding products, services, and partnerships.
  • Supporting the Assistant Manager with operational tasks.
  • Performing additional duties as assigned.

Candidate Profile:

We seek individuals who possess:

  • A high school diploma or equivalent.
  • Knowledge of banking products and services.
  • Ability to adhere to Standard Operating Procedures.
  • Skills in cash handling, balancing, and calculations.
  • The capability to manage multiple customer requests efficiently.
  • A focus on identifying and referring appropriate bank products and services.
  • A commitment to expanding customer relationships through personal engagement.
  • Familiarity with state regulations concerning banking products and services.
  • The ability to achieve NMLS certification.
  • Prior experience as a Client Service Specialist or in a banking role.

Work Environment:

This position requires full onsite presence.


Compensation and Benefits:

We offer a competitive total rewards package, including:

  • Base wages and comprehensive benefits.
  • A pay range starting at $21.00, with variations based on experience and qualifications.
  • Performance-based incentive compensation opportunities.
  • Healthcare coverage (medical, dental, and vision plans).
  • A 401(k) retirement savings plan with employer matching.
  • Employee assistance programs and life insurance.
  • Tuition assistance and mental health resources.
  • Paid time off for vacation, sick days, and holidays.

Benefit eligibility commences on the first day of the month following the hire date for regularly scheduled associates.


Diversity Commitment:

Umpqua Bank is an equal opportunity employer dedicated to fostering a diverse workforce. We encourage all qualified candidates to apply without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other protected status.

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