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Client Support Representative I

2 months ago

Lakewood, Washington, United States Umpqua Bank Full time


About Us:

Umpqua Bank, based in the Pacific Northwest, employs over 5,000 individuals and provides banking solutions to clients nationwide. Following our recent merger with Columbia Bank, we have established ourselves as a prominent regional bank in the western United States, managing over $50 billion in assets. Our commitment to our employees, customers, and communities remains steadfast.

We pride ourselves on fostering a workplace culture that emphasizes relationship banking and encourages our associates to flourish. We are eager to connect with candidates who exemplify our core values: Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

About the Role:

The Client Service Specialist I is responsible for processing a variety of customer account transactions with speed, accuracy, and confidentiality. This role is pivotal in delivering an outstanding banking experience by cultivating relationships and presenting suitable products and services.
  • Conducts cash handling tasks including deposits, withdrawals, cash advances, payments, transfers, and check cashing.
  • Balances cash drawer and transactions related to client services.
  • Acquires foundational knowledge of both new and existing products and services.
  • Engages with customers to assess their financial needs and recommends appropriate solutions.
  • Ensures the security of funds by maintaining the safekeeping of cash and accurate accounting.
  • Identifies and reports any fraudulent activities.
  • Understands and adheres to all relevant Standard Operating Procedures (SOPs).
  • Performs daily tasks to uphold the integrity of the branch, including balancing ATMs and processing night drops.
  • Supports branch referral objectives by identifying and directing basic banking products to the right business partners.
  • Delivers an exceptional customer experience.
  • Completes additional tasks as assigned.
About You:
  • High School Diploma or GED is required.
  • Previous experience in customer service is preferred.
  • Bilingual candidates are preferred.
  • Ability to thrive in a fast-paced, cash handling environment.
  • Maintains a professional demeanor consistently.
  • Exhibits strong organizational and time management skills.
  • Works effectively as part of a team.
  • Capable of completing Client Service Specialist training programs.
  • Builds rapport with customers and colleagues.
  • Possesses the ability to perform repetitive hand and arm movements.
  • Demonstrates critical thinking skills to provide effective solutions.
Work Style:

Fully onsite

Our Benefits:

We offer a competitive total rewards package that includes base wages and comprehensive benefits. The pay range for this position is $22.00, with the specific rate determined by various non-discriminatory factors such as job-related knowledge, skills, experience, education, and geographic location. This role may also be eligible for performance-based incentive compensation, details of which will be discussed during the recruitment process.

Eligible associates receive comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k) retirement savings plan with employer matching for qualifying contributions, an employee assistance program, life and 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 on the first day of the month following the date of hire for associates regularly scheduled to work at least thirty hours per week.

Our Commitment to Diversity:

Umpqua Bank is an equal opportunity and affirmative action employer dedicated to employing, engaging, and developing a diverse workforce. All qualified applicants will be considered 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 characteristic.