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Customer Relations Advisor

2 months ago

Seattle, Washington, United States Umpqua Bank Full time
About Umpqua Bank:

Umpqua Bank, a prominent financial institution in the Pacific Northwest, employs over 5,000 individuals and provides a wide range of banking services across the nation. Our recent merger with Columbia Bank has positioned us as a leading regional bank with more than $50 billion in assets, dedicated to our associates, customers, and communities.

We pride ourselves on fostering a workplace that embodies relationship banking and cultivates a thriving culture for our associates. We seek candidates who align with our core values of Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.


Role Overview:

As a Customer Relations Advisor, you will handle various routine financial transactions, including check cashing, withdrawals, deposits, and loan payments. Your responsibilities will include:

  • Accurately balancing the cash drawer and counting currency and coins.
  • Assisting customers in identifying the appropriate accounts to meet their financial needs.
  • Opening and processing a variety of deposit and loan accounts, including complex retail products.
  • Cross-selling additional bank services and referring customers to relevant departments.
  • Addressing inquiries and resolving complex issues related to customer accounts.
  • Delivering exceptional customer service and ensuring compliance with all banking regulations.
  • Maintaining knowledge of policies regarding the Bank Secrecy Act and other applicable regulations.
  • Exemplifying the Umpqua corporate culture in all interactions.
  • Taking initiative and serving as a positive role model for colleagues.

Additional duties may be assigned as necessary.


Candidate Profile:

The ideal candidate will possess:

  • Strong attention to detail and effective multitasking abilities.
  • Capability to comprehend and follow instructions.
  • Organizational skills and the ability to prioritize tasks.
  • Proficiency in Microsoft Word and Excel, along with the ability to operate various office equipment.
  • Ability to maintain confidentiality and demonstrate professionalism.
  • Demonstrated sales aptitude.
  • A valid driver's license.
  • A high school diploma, vocational training, or equivalent education.

Work Environment:

This position requires full onsite presence.


Compensation and Benefits:

We offer a competitive total rewards package, including:

  • Base wages and comprehensive benefits.
  • Healthcare coverage (medical, dental, and vision).
  • A 401(k) retirement savings plan with employer matching.
  • Employee assistance programs and life insurance.
  • Tuition assistance and mental health resources.
  • Paid vacation, sick days, volunteer days, and holidays.

Benefit eligibility begins on the first day of the month following the hire date for associates working at least thirty hours weekly.


Diversity Commitment:

Umpqua Bank is an equal opportunity employer committed to building 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 protected status.