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Client Service Representative

2 months ago

Lakewood, Washington, United States Umpqua Bank Full time
About the Role:

This position plays a critical role in providing exceptional customer service and support to our clients. As a Client Service Specialist, you will be responsible for processing customer transactions, answering questions, and providing solutions to meet their financial needs.

Key Responsibilities:

  • Process customer transactions, including deposits, withdrawals, and transfers.
  • Provide accurate and timely information to customers regarding their accounts and financial services.
  • Identify and offer appropriate banking products and services to meet customers' needs.
  • Secure customer transactions and maintain the integrity of the branch.
  • Support daily tasks that maintain the branch's operations, including balancing cash drawers and processing night deposits.
  • Collaborate with colleagues to achieve referral goals and provide an exceptional customer experience.

About You:

  • High school diploma or equivalent required.
  • One year of experience in a customer-facing role, preferably in banking or finance.
  • Bilingual skills a plus.
  • Ability to work in a fast-paced environment and maintain a professional demeanor at all times.
  • Strong organizational and time management skills.
  • Ability to work effectively as part of a team and provide basic guidance to less experienced colleagues.

Workstyle: Fully onsite.

Our Benefits:

We offer a competitive total rewards package, including base wages and comprehensive benefits. The pay range for this role is $22.00, and the pay rate for the selected candidate will be dependent on a variety of non-discriminatory factors, including 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, a 401(k)-retirement savings plan with employer match, 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].