Client Service Specialist I
7 days ago
Umpqua Bank is a leading western-based regional bank with over $50 billion in assets under management. We are headquartered in the Pacific Northwest and have a strong commitment to our associates, customers, and communities.
About the RoleThis position is responsible for processing customer account transactions quickly and accurately. As a Client Service Specialist, you will provide an exceptional banking experience to our customers by building relationships and offering appropriate products and services.
Key Responsibilities- Perform cash handling functions, including deposits, withdrawals, cash advances, payments, transfers, and check cashing.
- Balance cash drawers and Client Service Specialist transactions.
- Learn basic knowledge of new and existing products and services.
- Discuss and access customer financial needs to identify and offer appropriate products and services.
- Secure against loss by ensuring safekeeping of money in cash drawers and prompt accounting or transfer of funds.
- Identify fraudulent activity.
- Read, understand, and follow all relevant SOPs.
- Perform and support daily tasks that maintain the integrity of the branch.
- Support referral goals for the branch by focusing on and identifying and referring basic bank products to the appropriate business partner.
- Provide an extraordinary customer experience.
We are looking for a highly motivated and organized individual with excellent customer service skills. The ideal candidate will have a high school diploma or equivalent and some experience in customer service. Bilingual skills are a plus.
We offer a competitive total rewards package, including base wages and comprehensive benefits. The pay range for this role is $18.00 - $20.00, and the pay rate for the selected candidate will be dependent upon a variety of non-discriminatory factors.
We are 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.
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