Personal Banker

2 weeks ago

San Andreas, California, United States Umpqua Bank Full time
About Us

Umpqua Bank is a leading western-based regional bank with over $50B in assets under management. We are committed to providing exceptional customer service and creating a great place to work for our associates.

About the Role

The Personal Banker is responsible for delivering an exceptional customer experience by building new and expanding existing relationships with clients. Key responsibilities include:

  • Providing excellent customer service by identifying and offering products and services
  • Developing relationships by consulting with customers
  • Delivering and packaging detailed clerical support for deposit and consumer loan accounts, business accounts, collections, and wires
  • Backing up Client Service Specialists
  • Staying current and demonstrating knowledge on products and procedures
  • Resolving customer issues and requests
  • Demonstrating proficiency with basic business, consumer, and trust entities
  • Learning consumer lending
  • Mentoring other team members about products, services, and business partners
  • Backing up the Assistant Manager with operational duties and tasks
About You

We are looking for a highly motivated and customer-focused individual with:

  • High school diploma or equivalent
  • Knowledge of products and services offered
  • Ability to follow Standard Operating Procedures
  • Cash handling, balancing, and calculating skills
  • Ability to complete multiple and varying customer requests in a timely fashion
  • Supports the branch goal of identifying and referring a range of bank products and services
  • Focused on learning to expand the customer relationship with emphasis on creating new relationships and expanding existing relationships
  • Familiar with state laws regarding products and services
  • Ability to become NMLS certified
  • Prior Client Service Specialist or banking experience
  • Bilingual, preferred
Workstyle

This role is fully onsite.

Our Benefits

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 to $24.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, 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. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity

Umpqua Bank is an equal opportunity and affirmative action employer committed 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. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].

  • Personal Banker

    3 weeks ago

    San Andreas, California, United States Umpqua Bank Full time

    About Umpqua BankUmpqua 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 RoleThe Personal Banker is responsible for delivering an exceptional customer experience. They will build new and expand existing relationships with...

  • Personal Banker I

    1 week ago

    San Andreas, California, United States Umpqua Bank Full time

    About the Role:The Personal Banker is responsible for delivering an exceptional customer experience. They will build new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the customer to the appropriate business partners within the Bank when needed.Provide excellent...

  • Become a Top-Performing Real Estate Agent with Coldwell Banker

    2 weeks ago

    San Francisco, California, United States Coldwell Banker Full time

    About Coldwell BankerColdwell Banker is a renowned real estate company with a rich history dating back to 1906. With a presence in 49 countries and territories, we are committed to delivering exceptional service to our clients.What We OfferAs a Coldwell Banker agent, you will have access to a comprehensive training program, cutting-edge technology tools, and...

  • Associate Personal Banker Mission Bay

    1 month ago

    San Francisco, California, United States Quality Talent Group Full time

    Job Title: Associate Personal Banker Mission BayWe are seeking a highly motivated and customer-focused Associate Personal Banker to join our team in Mission Bay. As an Associate Personal Banker, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our clients.About the Role:In this role, you will...

  • Become a Real Estate Agent

    3 weeks ago

    San Francisco, California, United States Coldwell Banker Full time

    {"h1": "Real Estate Agent Career Opportunities at Coldwell Banker", "p": "We are seeking enthusiastic and motivated individuals to join our team as Real Estate Agents in San Francisco, California. As a member of our team, you will have the opportunity to work with a comprehensive training program and an impressive range of technology tools designed to get...

  • Real Estate Professional

    3 weeks ago

    San Diego, California, United States Coldwell Banker Full time

    {"h1": "Real Estate Agent Career Opportunity at Coldwell Banker", "p": "We are seeking enthusiastic and motivated individuals to join our team as Real Estate Agents at Coldwell Banker. As a member of our team, you will have the opportunity to work with a comprehensive training program and an impressive range of technology tools designed to get you up and...

  • Real Estate Sales Professional

    1 week ago

    San Diego, California, United States Coldwell Banker Full time

    About the RoleColdwell Banker is seeking a motivated and enthusiastic Real Estate Sales Agent to join our team. As a member of our team, you will have the opportunity to work with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly.You will be responsible for representing home sellers and...

  • Real Estate Professional

    1 month ago

    San Diego, California, United States Coldwell Banker Full time

    {"h1": "Real Estate Agent Career Opportunity at Coldwell Banker", "p": "At Coldwell Banker, we are seeking enthusiastic and motivated individuals to join our team as Real Estate Agents. As a member of our team, you will have the opportunity to work with a comprehensive training program and an impressive range of technology tools designed to get you up and...

  • Real Estate Professional

    1 month ago

    San Jose, California, United States Coldwell Banker Full time

    {"h1": "Real Estate Agent Career Opportunity at Coldwell Banker", "p": "At Coldwell Banker, we are seeking enthusiastic and motivated individuals to join our team as Real Estate Agents. As a member of our team, you will have the opportunity to work with a comprehensive training program and an impressive range of technology tools designed to get you up and...

  • Real Estate Sales Professional

    3 weeks ago

    San Diego, California, United States Coldwell Banker Full time

    {"h1": "Real Estate Agent Career Opportunity at Coldwell Banker", "p": "At Coldwell Banker, we are seeking enthusiastic and motivated individuals to join our team as real estate agents. As a member of our team, you will have the opportunity to work with a comprehensive training program and an impressive range of technology tools designed to get you up and...

  • Real Estate Professional

    1 month ago

    San Diego, California, United States Coldwell Banker Full time

    About the RoleWe are seeking a highly motivated and enthusiastic Real Estate Agent to join our team at Coldwell Banker. As a member of our team, you will have the opportunity to work with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly.Key Responsibilities:Represent home sellers and home...

  • Associate Personal Banker

    1 month ago

    San Francisco, California, United States Quality Talent Group Full time

    About the RoleWe are seeking a highly motivated and customer-focused Associate Personal Banker to join our team. As a key member of our National Branch Network, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our clients.Key ResponsibilitiesParticipate in proactive outreach to build...

  • Associate Roving Personal Banker Greater Metro District

    1 month ago

    San Francisco, California, United States Quality Talent Group Full time

    Job Title: Associate Roving Personal Banker Greater Metro DistrictAbout the RoleWe are seeking an Associate Roving Personal Banker to join our team in the Greater Metro District. As a Roving Personal Banker, you will provide support across a variety of branch locations, working with customers to build relationships and provide exceptional service.Key...

  • Real Estate Professional

    1 month ago

    San Diego, California, United States Coldwell Banker Full time

    About the RoleWe are seeking a highly motivated and enthusiastic Real Estate Agent to join our team at Coldwell Banker. As a member of our team, you will have the opportunity to work with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly.Key Responsibilities:Represent home sellers and home...

  • Real Estate Professional

    5 days ago

    San Diego, California, United States Coldwell Banker Full time

    About the RoleWe are seeking a motivated and enthusiastic Real Estate Agent to join our team at Coldwell Banker. As a member of our team, you will have the opportunity to work with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly.Key Responsibilities:Represent home sellers and home buyers...

  • Real Estate Professional

    1 month ago

    San Diego, California, United States Coldwell Banker Full time

    About the RoleWe are seeking a highly motivated and enthusiastic Real Estate Agent to join our team at Coldwell Banker. As a member of our team, you will have the opportunity to work with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly.Key Responsibilities:Represent home sellers and home...

  • Real Estate Professional

    1 month ago

    San Diego, California, United States Coldwell Banker Full time

    About the RoleWe are seeking a highly motivated and enthusiastic Real Estate Agent to join our team at Coldwell Banker. As a member of our team, you will have the opportunity to work with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly.Key Responsibilities:Represent home sellers and home...

  • Real Estate Professional

    2 weeks ago

    San Diego, California, United States Coldwell Banker Full time

    About the RoleWe are seeking a motivated and enthusiastic Real Estate Agent to join our team at Coldwell Banker. As a member of our team, you will have the opportunity to work with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly.As a Real Estate Agent, you will be responsible for...

  • Real Estate Professional

    2 weeks ago

    San Diego, California, United States Coldwell Banker Full time

    About the RoleColdwell Banker is seeking a motivated and enthusiastic Real Estate Agent to join our team. As a member of our team, you will have the opportunity to work with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly.As a Real Estate Agent, you will be responsible for representing...

  • Become a Real Estate Professional

    2 weeks ago

    San Bernardino, California, United States Coldwell Banker Full time

    Job OverviewAs a Real Estate Agent with Coldwell Banker, you will represent home sellers and buyers in real estate transactions, coordinate with third-party entities, and communicate with leads through various channels. You will foster client relationships, negotiate purchase agreements, and perform strategic prospecting methods to find new clients.Key...