Client Service Representative

4 days ago

Phoenix, Arizona, United States Umpqua Bank Full time

About the Role:

This position processes a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services.

  • Performs cash handling functions (deposits, withdrawals, cash advances, payments, transfers, check cashing, etc.).
  • Balances cash drawer and Client Service Specialist transactions.
  • Learns basic knowledge of new and existing banking products and services.
  • Discusses and accesses customer's financial needs to identify and offer appropriate banking products and services.
  • Secures against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.
  • Identifies fraudulent activity.
  • Reads, understands, and follows all relevant SOP's.
  • Performs and supports daily tasks that maintain the integrity of the branch (balance ATM, process night drop, balance negotiable instruments, process returned mail, balance credit card machine, monitor lobby rate sheets and brochures).
  • Supports referral goals for the branch by focusing and identifying and referring basic banking products to the appropriate business partner.
  • Provides an extraordinary customer experience.
  • Other tasks as assigned.

About You:

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

  • A High School Diploma or GED.
  • Some experience in customer service preferred.
  • Bilingual preferred.
  • The ability to work in a fast-paced, cash handling environment.
  • Maintain 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.
  • Built relationships with customers and internal teammates.
  • The ability to perform repetitive finger, hand, and arm movements.
  • The ability to think critically and provide appropriate solutions.

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 $18.00 to $21.00, 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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