Client Service Representative

6 days ago

Lincoln City, Oregon, United States Umpqua Bank Full time
About the Role

This position is responsible for providing exceptional customer service to our clients by processing a variety of account transactions quickly, accurately, and confidentially.

Key Responsibilities
  • Perform cash handling functions, including deposits, withdrawals, cash advances, payments, transfers, and check cashing.
  • Balance cash drawer and client service specialist transactions.
  • Learn and apply knowledge of new and existing banking products and services.
  • Discuss and assess clients' financial needs to identify and offer appropriate products and services.
  • Ensure the security of client funds by maintaining the integrity of the cash drawer and promptly accounting for or transferring funds.
  • Identify and report any suspicious or fraudulent activity.
  • Read, understand, and follow all relevant Standard Operating Procedures (SOPs).
  • Perform daily tasks to maintain the integrity of the branch, including balancing ATMs, processing night deposits, and monitoring lobby rate sheets and brochures.
  • Support referral goals for the branch by identifying and referring basic banking products to the appropriate business partner.
  • Provide an exceptional customer experience.
About You

We are seeking a highly motivated and detail-oriented individual to join our team. The ideal candidate will have:

  • A high school diploma or equivalent.
  • Some experience in customer service, preferably in a banking or financial institution.
  • Bilingual skills are a plus.
  • 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.
  • The ability to build relationships with clients and internal teammates.
  • The ability to perform repetitive finger, hand, and arm movements.
  • Critical thinking skills to provide appropriate solutions.
Work Style

This is a fully onsite position.

Our Benefits

We offer a competitive total rewards package, including base wages and comprehensive benefits. The pay range for this role is $18.00 - $20.00, and the pay rate for the selected candidate will be dependent on a variety of non-discriminatory 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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