Relationship Banking Specialist

7 days ago


North Bend, Washington, United States Umpqua Bank Full time
About the Role

The Relationship Banker plays a crucial role in helping clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs. This involves offering the best and most appropriate personal and business financial products and services to meet their goals.

Key Responsibilities
  • Build and Develop Customer Relationships: Establish and deepen customer relationships through active market profiling, needs-based questioning, and identifying deposit, credit, and investment solutions.
  • Provide Financial Wellness Reviews: Conduct quality Financial Wellness Review conversations, identify needs, make recommendations, and follow up to ensure customer satisfaction.
  • Assist with Financial Growth: Educate customers on alternative channels that provide value and refer to appropriate lines of business to assist with their financial growth.
  • Originate Loans and Cash Management Solutions: Originate simple to complex consumer lending inside the Store and provide cash management solutions, such as Treasury Management and Merchant Services, payroll, and ACH.
  • Recognize Business Potential: Identify small businesses with potential and make quality referrals to the proper team.
  • Cross-Sell Bank Services: Cross-sell other bank services and refer customers to other departments as appropriate.
  • Compliance and Knowledge: Demonstrate compliance with all bank regulations that apply to the position and maintain working knowledge of policies and procedures.
About You

To be successful in this role, you will need:

  • High School Diploma or Equivalent
  • 2-4 Years of Banking and/or Sales Experience
  • Less than 2 Years of Experience in Developing Customer Relationships
  • Foundational Knowledge of Sales and Service Techniques
  • Basic Understanding of Personal Finances and Budgeting
  • Access to Reliable Transportation
Workstyle

This is a fully onsite role.


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