Client Service Specialist

3 days ago

Bend, Oregon, United States Umpqua Bank Full time
About Us

Umpqua Bank is a leading regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation. Our recent merger with Columbia Bank has enabled us to grow and expand our operations, with assets under management exceeding $50 billion.

About the Role

This position involves processing customer account transactions efficiently and accurately. As a Client Service Specialist, you will provide exceptional banking experiences to our customers by building relationships and offering relevant products and services. Your key responsibilities will include:

  • Handling cash transactions, including deposits, withdrawals, and payments.
  • Balancing cash drawers and transactions.
  • Learning about new and existing products and services.
  • Identifying and offering suitable products and services to meet customers' financial needs.
  • Ensuring the security of cash and funds.
  • Monitoring and reporting any suspicious activity.
  • Following all relevant SOPs and regulations.
  • Supporting daily branch tasks, such as balancing ATMs and processing night deposits.
  • Referring customers to relevant business partners for basic banking products.
  • Providing an exceptional customer experience and ensuring compliance with all bank regulations.
About You

We are seeking a highly motivated and organized individual with excellent communication skills. The ideal candidate will have:

  • A high school diploma or equivalent.
  • Experience in customer service, preferably in a banking environment.
  • Bilingual skills, although not required.
  • The ability to work in a fast-paced, cash handling environment.
  • 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.
Workstyle and Benefits

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-$22.00, and the pay rate for the selected candidate will be dependent on various factors, including job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation.

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 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.

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