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Client Engagement Specialist
2 months ago
The Client Service Specialist plays a vital role in delivering exceptional service to our customers within the Retail Banking Group. This position is responsible for processing a variety of customer account transactions with precision and confidentiality.
About Umpqua Bank:
Umpqua Bank, based in the Pacific Northwest, is a prominent financial institution with over 5,000 employees dedicated to providing comprehensive banking services nationwide. Following our recent merger with Columbia Bank, we have established ourselves as a leading regional bank with more than $50 billion in assets.
Key Responsibilities:
- Efficiently process customer transactions including deposits, withdrawals, and transfers.
- Provide an outstanding banking experience by fostering strong relationships with customers.
- Perform cash handling duties and maintain accurate records of transactions.
- Identify customer needs and recommend suitable banking products and services.
- Ensure the security of cash and adhere to all operational procedures.
- Monitor for fraudulent activities and take appropriate action.
- Support branch operations by performing daily tasks such as balancing ATMs and processing returned mail.
- Achieve referral goals by identifying opportunities for additional banking products.
Qualifications:
- High School Diploma or GED required.
- Previous experience in customer service is preferred.
- Ability to thrive in a fast-paced, cash handling environment.
- Strong organizational and time management skills.
- Effective team player with a professional demeanor.
- Willingness to complete required training programs.
- Ability to think critically and provide effective solutions.
Work Environment:
This position is fully onsite, contributing to a collaborative team atmosphere.
Compensation and Benefits:
We offer a competitive total rewards package, including base wages and comprehensive benefits. The compensation for this role is based on various non-discriminatory factors, including experience and skills. Eligible associates receive healthcare coverage, a 401(k) retirement plan with employer match, and additional benefits such as tuition assistance and paid time off.
Diversity Commitment:
Umpqua Bank is an equal opportunity employer committed to fostering a diverse workforce. We welcome applicants from all backgrounds and ensure that all qualified candidates receive consideration for employment without discrimination.