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Customer Relations Associate I

2 months ago

Lakewood, Washington, United States Umpqua Bank Full time


About Us:

Umpqua Bank is a prominent financial institution located in the Pacific Northwest, employing over 5,000 individuals and providing banking solutions to clients nationwide. Following our recent merger with Columbia Bank, we have established ourselves as a leading regional bank in the western United States, managing assets exceeding $50 billion. Our commitment to our employees, customers, and communities remains steadfast.

We foster a positive work environment by offering a unique approach to relationship banking and cultivating a culture where our associates can excel. We are keen to meet candidates who exemplify our core values of Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

About the Role:

The Client Service Specialist I is responsible for processing a variety of customer account transactions with efficiency, accuracy, and confidentiality. This role is essential in delivering an outstanding banking experience by nurturing relationships and recommending suitable products and services.
  • Handles cash transactions including deposits, withdrawals, cash advances, payments, transfers, and check cashing.
  • Balances cash drawer and transactions accurately.
  • Acquires knowledge of both new and existing banking products and services.
  • Assesses customers' financial needs to suggest appropriate products and services.
  • Ensures the safekeeping of cash and promptly accounts for or transfers funds to prevent loss.
  • Identifies and reports any fraudulent activities.
  • Follows all relevant Standard Operating Procedures (SOPs).
  • Performs daily tasks to maintain branch integrity, including balancing ATMs and processing night drops.
  • Supports branch referral goals by identifying and referring basic banking products to the appropriate partners.
  • Delivers an exceptional customer experience consistently.
  • Completes other assigned tasks as necessary.
About You:
  • High School Diploma or GED is required.
  • Prior experience in customer service is preferred.
  • Bilingual candidates are preferred.
  • Ability to thrive in a fast-paced, cash-handling environment.
  • Maintains a professional demeanor at all times.
  • Exhibits strong organizational and time management skills.
  • Works effectively as part of a team.
  • Successfully completes Client Service Specialist training programs.
  • Builds strong relationships with customers and colleagues.
  • Capable of performing repetitive hand and arm movements.
  • Demonstrates critical thinking to provide suitable solutions.
Work Style:

This position requires full onsite presence.

Our Benefits:

We offer a competitive total rewards package that includes base wages and comprehensive benefits. The pay range for this role is $22.00, with the specific rate for the selected candidate 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 provided 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 date of hire 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 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.

To Staffing and Recruiting Agencies:

Our posted job opportunities are intended solely for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and will not be responsible for any fees related to unsolicited resume submissions.