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Relationship Banker

2 months ago

Roseville, California, United States Umpqua Bank Full time
About the Role:

The Customer Relationship Specialist at Umpqua Bank is responsible for building and maintaining strong relationships with clients to help them achieve their financial goals. This role involves providing personalized financial solutions, offering expert advice, and delivering exceptional customer service.

Key Responsibilities:
  • Build and Develop Customer Relationships: Establish and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
  • Financial Solutions and Advice: Offer expert advice on personal and business financial products and services, including deposit, credit, and investment solutions.
  • Customer Service and Support: Provide exceptional customer service, respond to client inquiries, and resolve any issues in a timely and professional manner.
  • Product Solutions and Sales: Identify opportunities to sell and promote Umpqua Bank's products and services to clients, ensuring they receive the best possible solutions for their financial needs.
  • Collaboration and Communication: Work closely with internal teams, including Operations Leaders, Financial Advisors, and Small Business colleagues, to ensure seamless communication and collaboration.
  • Compliance and Regulatory Requirements: Maintain knowledge of and comply with all relevant bank regulations, including the Bank Secrecy Act, Regulation CC, and Regulation E.
Requirements:
  • Education: High school diploma or equivalent required.
  • Experience: 2-4 years of banking and/or sales experience, with a focus on developing customer relationships and achieving sales goals.
  • Skills: Foundational knowledge of sales and service techniques, basic understanding of personal finances and budgeting, and ability to work in a fast-paced environment.
  • Additional Requirements: Must have access to reliable transportation to facilitate travel outside of the branches, and be authorized to act as a Bank MLO (Mortgage Loan Originator) in accordance with the SAFE Act requirements.