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Financial Services Associate

2 months ago

Phoenix, Oregon, United States Umpqua Bank Full time


About Us:

Umpqua Bank, a prominent institution in the Pacific Northwest, employs over 5,000 individuals and provides a range of banking services to clients nationwide. Following our recent merger with Columbia Bank, we have solidified our position as a leading regional bank with more than $50 billion in assets under management. Our commitment to our employees, customers, and communities remains steadfast.

We foster a vibrant workplace culture that emphasizes relationship banking and encourages our associates to thrive. We are seeking candidates who exemplify our core values of Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

About the Role:

The Personal Banker plays a crucial role in providing an outstanding customer experience. This position involves cultivating new and enhancing existing client relationships by identifying needs through thoughtful inquiries, recommending suitable products and services, and connecting customers with the appropriate business partners within the bank when necessary.
  • Deliver exceptional customer service through prompt acknowledgment, identifying and suggesting products and services, and addressing inquiries efficiently.
  • Build rapport by engaging in meaningful consultations with customers.
  • Provide comprehensive clerical support for deposit and consumer loan accounts, business accounts, collections, wire transfers, safe deposit contracts, and transaction processing.
  • Assist Client Service Specialists as needed.
  • Maintain up-to-date knowledge of products and procedures.
  • Resolve customer inquiries and issues effectively.
  • Exhibit proficiency with basic business, consumer, and trust entities.
  • Begin learning about consumer lending.
  • Start mentoring fellow team members on products, services, and business partners.
  • Assist the Assistant Manager with operational responsibilities and tasks.
  • Perform additional duties as assigned.
About You:
  • High school diploma or equivalent.
  • Familiarity with the products and services offered.
  • Ability to adhere to Standard Operating Procedures.
  • Skills in cash handling, balancing, and calculations.
  • Capacity to manage multiple customer requests efficiently.
  • Support the branch's objective of identifying and referring various bank products and services to the appropriate business partners.
  • Focus on expanding customer relationships, emphasizing the creation of new connections and the enhancement of existing ones through personal and business rapport.
  • Knowledge of state laws related to products and services (specific training tracks may apply).
  • Willingness to obtain NMLS certification.
  • Previous experience as a Client Service Specialist or in banking is preferred.
  • Bilingual candidates are encouraged to apply.
Workstyle: Fully onsite

Our Benefits:

We provide a competitive total rewards package that includes base wages and comprehensive benefits. The pay range for this position is $21.00, with the final pay rate determined by various non-discriminatory factors such as job-related knowledge, skills, experience, education, and geographic location. The role may also be eligible for performance-based incentive compensation, with details shared 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 hire date 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. If you require accommodations to complete the application or interview process, please inform us.

To Staffing and Recruiting Agencies:

Our job postings are intended solely for individuals seeking employment at Umpqua Bank. We do not accept unsolicited resumes or applications from agencies and will not be responsible for any fees related to unsolicited submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee; any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.