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Client Service Representative

2 months ago

Renton, Washington, United States Umpqua Bank Full time
About the Role:

This position is responsible for processing a variety of customer account transactions quickly, accurately, and confidentially. A Client Service Specialist provides 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, check cashing, etc.
  • 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 SOP's.
  • 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, monitoring lobby rate sheets and brochures.
  • Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.
  • Provides an extraordinary customer experience.
  • Other tasks as assigned.
About You:

We are seeking a highly motivated and customer-focused individual to join our team. The ideal candidate will have:

  • A High School Diploma or GED.
  • Some experience in customer service preferred.
  • Bilingual preferred.
  • The ability to work in a fast-paced, cash handling environment.
  • Maintain a professional demeanor at all times.
  • Strong organizational and time management skills.
  • The ability to work effectively as part of a team.
  • The ability to pass Client Service Specialist training programs.
  • Builds relationships with customers and internal teammates.
  • The ability to perform repetitive finger, hand, and arm movements.
  • The ability to think critically and provide appropriate solutions.
Workstyle:

This is a fully onsite role.