Customer Experience Associate

1 week ago


Cascade, Idaho, United States Umpqua Bank Full time
About Us

Umpqua Bank is a leading western-based regional bank, headquartered in the Pacific Northwest with 5,000+ employees. We offer banking services to customers throughout the nation.

We create a great place to work by offering relationship banking and providing a culture where associates thrive. Our core values include Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

The Role

This position processes customer account transactions quickly, accurately, and confidentially. As a Client Service Specialist, you will provide an exceptional banking experience to our customers by building relationships and offering appropriate products and services.

  • Perform cash handling functions (deposits, withdrawals, cash advances, payments, transfers, check cashing, etc.).
  • Balancing cash drawer and Client Service Specialist transactions.
  • Learning basic knowledge of new and existing products and services.
  • Discuss and access customer's financial needs to identify and offer appropriate products and services.
  • Secure against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.
  • Identify fraudulent activity.
  • Read, understand, and follow all relevant SOP's.
  • Perform 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).
  • Support referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.
  • Provides an extraordinary customer experience.
  • Other tasks as assigned.
About You

To be successful in this role, you should have:

  • A High School Diploma or GED.
  • Some experience in customer service preferred.
  • Bilingual preferred.
  • Ability to work in a fast-paced, cash handling environment.
  • Maintain a professional demeanor at all times.
  • Strong organizational and time management skills.
  • Ability to work effectively as part of a team.
  • Ability to pass Client Service Specialist training programs.
  • Builds relationships with customers and internal teammates.
  • Ability to perform repetitive finger, hand, and arm movements.
  • Ability to think critically and provide appropriate solutions.
Compensation and Benefits

The estimated salary for this role is $18.00 to $20.00 per hour. In addition to competitive pay, we offer 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, and paid time off.

We are committed to diversity and inclusion in the workplace. 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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