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Customer Engagement Banker

2 months ago

Spanaway, 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 to clients nationwide. Following a recent merger, we have established ourselves as a leading regional bank with more than $50 billion in assets, committed to our employees, customers, and communities.

We pride ourselves on fostering a positive work environment characterized by relationship banking and a culture that promotes employee growth and success. We seek candidates who exemplify our core values: Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.


Role Overview:
The Client Relationship Specialist plays a crucial role in delivering outstanding customer service.

This position involves building new and enhancing existing client relationships by identifying needs through effective questioning, recommending suitable products and services, and collaborating with other departments as necessary.

Key responsibilities include:

  • Providing immediate acknowledgment and timely responses to customer inquiries.
  • Consulting with clients to develop strong relationships.
  • Handling clerical tasks related to deposit and consumer loan accounts, business accounts, collections, and transactions.
  • Supporting Client Service Specialists as needed.
  • Staying informed about products and procedures.
  • Resolving customer issues efficiently.
  • Mentoring team members regarding products and services.
  • Assisting the Assistant Manager with operational tasks.

Compliance with all banking regulations and internal policies is essential, and ongoing training will be provided to ensure knowledge of regulatory changes.


Candidate Profile:
The ideal candidate will possess:
  • A high school diploma or equivalent.
  • At least one year of experience in customer service or personal banking.
  • Knowledge of banking products and services.
  • Strong cash handling and numerical skills.
  • The ability to manage multiple customer requests efficiently.
  • Proficiency in building and expanding customer relationships.
  • Familiarity with relevant state laws and regulations.
  • Progress towards NMLS certification is preferred.

Work Environment:
This position requires full onsite presence.

We offer a competitive compensation package, including base salary and comprehensive benefits. The salary range for this role is competitive and based on various factors such as experience and skills.

Eligible associates will receive healthcare coverage, a 401(k) retirement plan with employer matching, life insurance, and other benefits starting from the first day of the month following their hire date.


Diversity Commitment:
Umpqua Bank is an equal opportunity employer dedicated to building a diverse workforce. We encourage all qualified applicants to apply without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, disability, or any other protected status.