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Personal Banker
1 month ago
The Personal Banker is a key member of our team, responsible for delivering exceptional customer experiences. They will build new and expand existing relationships with clients by identifying their needs, offering relevant products and services, and referring them to the appropriate business partners within the Bank when necessary.
Key Responsibilities- Provide excellent customer service by acknowledging clients promptly, identifying their needs, and offering suitable products and services.
- Develop relationships with clients by consulting with them and delivering detailed clerical support for deposit and consumer loan accounts, business accounts, collections, and wires.
- Back up Client Service Specialists and stay current on products and procedures.
- Resolve customer issues and requests in a timely manner.
- Demonstrate proficiency with basic business, consumer, and trust entities.
- Learn consumer lending and begin to mentor other team members about products, services, and business partners.
- Assist the Assistant Manager with operational duties and tasks.
We are seeking a highly motivated and detail-oriented individual to join our team. The ideal candidate will have a high school diploma or equivalent, knowledge of products and services offered, and the ability to follow Standard Operating Procedures.
- Cash handling, balancing, and calculating skills are essential.
- The ability to complete multiple and varying customer requests in a timely fashion is crucial.
- Supporting the branch goal of identifying and referring a range of bank products and services to the appropriate business partners is key.
- Familiarity with state laws regarding products and services is necessary.
- The ability to become NMLS certified is required.
- Prior Client Service Specialist or banking experience is preferred.
- Bilingual skills are a plus.
This role is fully onsite, and we offer a competitive total rewards package, including base wages and comprehensive benefits. The pay range for this role is $18.00 - $21.00, and the pay rate for the selected candidate will be dependent on various non-discriminatory factors.
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.
