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Relationship Banker

2 months ago

North Bend, Washington, United States Umpqua Bank Full time
About the Role

The Customer Success Specialist will help clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs to offer the best and most appropriate personal and business financial products and services.

Key Responsibilities
  • Build, develop and deepen customer relationships through active market profiling, and needs-based questioning to identify deposit, credit, and investment solutions to help customers achieve their financial goals.
  • Establish preset appointments, deliver quality Financial Wellness Review conversations, identify needs, make recommendations, and follow up.
  • Assist the customer with their financial growth through savvy advice and educating the customer on alternative channels that provide value and refer to appropriate lines of business.
  • Originate simple to complex consumer lending inside the Store.
  • Originate limited Small Business loans as well as provides cash management solutions, such as Treasury Management and Merchant Services, payroll, and ACH.
  • Recognize a small business with potential and make a quality referral to the proper team.
  • Cross-sell other bank services and refer customers to other departments as appropriate.
  • Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.
About You

We are seeking a highly motivated and experienced professional to join our team as a Customer Success Specialist. The ideal candidate will have:

  • High school diploma or GED required.
  • 2-4 years of banking and/or demonstrated sales experience.
  • Less than 2 years of experience in developing current and new customer relationships, achieving sales goals, and building referral sources in banking or retail environment with customer service and cash handling experience.
  • Less than 2 years of experience in a lending function with loan origination and processing functions, or equivalent training.
  • Foundational knowledge of sales and service techniques with consumers and small businesses, including tele-consulting, outside calling, prospecting, and networking.
  • Basic understanding of personal finances and concept of budgeting.
  • Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls.
Workstyle

This is a fully onsite role.

Our Benefits

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $21.00-$28.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, 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. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity

Umpqua 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. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].