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Client Service Representative
2 months ago
Umpqua Bank is a leading western-based regional bank with over $50 billion in assets under management. We offer a unique brand of relationship banking and a culture where associates thrive.
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- Perform cash handling functions, including deposits, withdrawals, cash advances, payments, transfers, and check cashing.
- Balance cash drawer 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.
- Support referral goals for branch by focusing on and identifying and referring basic bank products to the appropriate business partner.
- Provide an extraordinary customer experience.
- 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.
This is a fully onsite role.
Our BenefitsWe 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. The role may be eligible for performance-based incentive compensation.
We 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 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.
