Relationship Banker

4 weeks ago

San Francisco, California, 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 to over $50B in assets under management, while maintaining our commitment to our associates, customers, and communities.

About the Role

The Relationship Banker plays a critical role in helping clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs. This involves providing sales and service support to the Retail Store team, offering product solutions through ethical business practices, and acting in the best interest of our clients.

Key Responsibilities
  • Build and develop customer relationships through active market profiling and needs-based questioning to identify deposit, credit, and investment solutions.
  • Establish preset appointments, deliver quality Financial Wellness Review conversations, identify needs, make recommendations, and follow up.
  • Assist customers with their financial growth through savvy advice and educating them 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 and provide cash management solutions, such as Treasury Management and Merchant Services, payroll, and ACH.
  • Recognize small businesses with potential and make quality referrals 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
  • 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

Fully onsite.

Our Benefits

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $24.00 to $35.00, 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].

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