Relationship Banker

1 day ago


Portland, Oregon, United States Umpqua Bank Full time
About Umpqua Bank
Umpqua Bank is a leading regional bank in the Pacific Northwest, with over 5,000 employees and a strong commitment to its associates, customers, and communities. Following a recent merger with Columbia Bank, we have grown to become one of the largest western-based regional banks, with assets under management exceeding $50 billion.

We strive to create a great place to work by offering relationship banking services and providing a culture where associates can thrive. Our core values include Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. We are seeking candidates who embody these values and demonstrate behaviors that align with our mission.

About the Role:
The Relationship Banker - Business Development Specialist will help clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs. This role provides sales and service support to the Retail Store team and involves building, developing, and deepening customer relationships. The successful candidate will provide product solutions through ethical business practices and act in the best interest of our clients.

Key Responsibilities:
  • Build and maintain strong customer relationships through active market profiling, needs-based questioning, and deposit, credit, and investment solutions.
  • Establish preset appointments, deliver quality Financial Wellness Review conversations, identify needs, make recommendations, and follow up.
  • Assist customers with their financial growth through savvy advice and educating them on alternative channels that provide value and refer to appropriate lines of business.
  • Originate simple to complex consumer lending inside the Store.
  • Originate limited Small Business loans as well as provide cash management solutions.
  • Cross-sell other bank services and refer customers to other departments as appropriate.

About You:
To be successful in this role, you should have:
  • A high school diploma or GED.
  • 2-4 years of banking experience or demonstrated sales experience.
  • Less than 2 years of experience in developing current and new customer relationships, achieving sales goals, and building referral sources in banking or retail environment with customer service and cash handling experience.
  • Foundational knowledge of sales and service techniques with consumers and small businesses.
  • Must have access to reliable transportation for travel outside of the branches.

Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The estimated salary range for this role is $20-$28 per hour, with opportunities for performance-based incentive compensation. Eligible associates receive 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, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.

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