Banking Associate

24 hours ago


Florence, Oregon, United States Umpqua Bank Full time
Personal Banker Job Description

We are seeking a highly motivated and customer-focused Personal Banker to join our team at Umpqua Bank. As a Personal Banker, you will be responsible for delivering exceptional customer experiences, building relationships, and providing personalized banking services to clients.

About Umpqua Bank

Headquartered in the Pacific Northwest, Umpqua Bank is a leading western-based regional bank with over $50B in assets under management. We are committed to employing, engaging, and developing a diverse workforce.

Key Responsibilities
  • Provide excellent customer service by identifying and offering products and services that meet the needs of our clients.
  • Develop relationships by consulting with customers and delivering personalized banking solutions that exceed their expectations.
  • Deliver detailed clerical support for deposit and consumer loan accounts, business accounts, collections, and wires.
  • Back up Client Service Specialists and stay current on products and procedures to ensure seamless service delivery.
  • Resolve customer issues and requests, and demonstrate proficiency with basic business, consumer, and trust entities.
  • Learn consumer lending and begin to mentor other team members about products, services, and business partners.
  • Assist with operational duties and tasks, and support the branch goal of identifying and referring bank products and services.
About You
  • High school diploma or equivalent required.
  • Knowledge of products and services offered, and ability to follow Standard Operating Procedures.
  • Cash handling, balancing, and calculating skills, and ability to complete multiple customer requests in a timely fashion.
  • Supports the branch goal of identifying and referring bank products and services, and is focused on learning to expand customer relationships.
  • Familiar with state laws regarding products and services, and ability to become NMLS certified.
  • Prior Client Service Specialist or banking experience preferred, and bilingual skills a plus.
Workstyle and Benefits

Full-time, fully onsite position with a competitive total rewards package, including base wages and comprehensive benefits. Competitive pay range: $23.50. Performance-based incentive compensation possible. Comprehensive healthcare coverage, 401(k)-retirement savings plan, and other benefits.


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