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Client Service Specialist

2 months ago

Puyallup, Washington, United States Umpqua Bank Full time
About the Role

This position plays a critical role in providing exceptional customer service and ensuring the smooth operation of our retail banking services. As a Client Service Specialist, you will be responsible for processing customer transactions, providing product and service information, and building strong relationships with our customers.

Key Responsibilities
  • Process customer transactions, including deposits, withdrawals, and transfers, in a timely and accurate manner.
  • Provide customers with information about our products and services, and make recommendations to meet their financial needs.
  • Build strong relationships with customers through effective communication and problem-solving skills.
  • Work collaboratively with other team members to achieve sales and customer service goals.
  • Stay up-to-date on bank policies, procedures, and products to provide accurate information to customers.
Requirements
  • High school diploma or equivalent required; one year of experience in a customer service or banking role preferred.
  • Strong communication and interpersonal skills, with the ability to work effectively with customers and colleagues.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
  • Basic math skills and accuracy in handling cash and financial transactions.
  • Ability to pass Client Service Specialist training programs and maintain a working knowledge of bank policies and procedures.
What We Offer

Umpqua Bank offers a competitive total rewards package, including base wages, comprehensive benefits, and performance-based incentive compensation. We are committed to providing a positive and inclusive work environment, and we offer opportunities for professional growth and development.