Client Service Specialist

1 month ago


Concord, California, United States Umpqua Bank Full time
About Umpqua Bank

Umpqua Bank is a leading western-based regional bank with over $50B in assets under management. We offer a unique brand of relationship banking and a culture where associates thrive.

About the Role

This position is responsible for processing customer account transactions quickly and accurately, while providing an exceptional banking experience to our customers. Key responsibilities include:

  • Performing cash handling functions, such as deposits, withdrawals, and cash advances.
  • Building relationships with customers and identifying their financial needs to offer appropriate products and services.
  • Securing against loss by ensuring the safekeeping of money and prompt accounting or transfer of funds.
  • Identifying fraudulent activity and performing daily tasks to maintain the integrity of the branch.
  • Supporting referral goals for the branch by identifying and referring basic bank products to the appropriate business partner.
About You

We are seeking a highly motivated and organized individual with a high school diploma or GED, and one year of experience as a client service specialist. Bilingual skills are preferred. The ideal candidate will have strong organizational and time management skills, and the ability to work effectively as part of a team.

Workstyle

This role is fully onsite and requires the ability to work in a fast-paced cash handling environment. We offer a competitive total rewards package, including base wages and comprehensive benefits.



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