Client Service Representative
1 month ago
This position is responsible for providing exceptional customer service to our clients by processing a variety of account transactions quickly and accurately. The ideal candidate will have a strong ability to build relationships and offer appropriate products and services to meet the financial needs of our customers.
Key Responsibilities:- Process customer account transactions, including deposits, withdrawals, cash advances, payments, transfers, and check cashing.
- Balance cash drawer and client service specialist transactions.
- Learn and apply knowledge of new and existing products and services.
- Discuss and assess customer financial needs to identify and offer appropriate products and services.
- Secure against loss by ensuring safekeeping of money in the cash drawer and prompt accounting or transfer of funds.
- Identify and report fraudulent activity.
- Read, understand, and follow all relevant SOPs.
- Perform and support daily tasks that maintain the integrity of the branch, including balancing ATM, processing night drop, balancing negotiable instruments, processing returned mail, balancing credit card machine, and monitoring lobby rate sheets and brochures.
- Support referral goals for the branch by focusing on and identifying and referring basic bank products to the appropriate business partner.
- Provide an extraordinary customer experience.
Umpqua Bank is a leading western-based regional bank with over $50B in assets under management. We offer a competitive total rewards package, including base wages and comprehensive benefits. Our benefits include 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.
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.
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