Client Service Representative

3 days ago

Seaside, California, United States Umpqua Bank Full time
About Us:

Umpqua Bank is a leading regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation.

We're committed to creating a great place to work by providing a culture where associates thrive. Our core values of Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships guide our actions and decisions.


We're currently seeking a Client Service Specialist to join our team. In this role, you'll work on assignments that are routine in nature, processing a variety of financial transactions, including check cashing, withdrawals, deposits, and loan payments.

You'll also be responsible for balancing cash drawers, counting currency and coin accurately, and assisting customers in determining the types of accounts that will meet their financial needs.


Key responsibilities include:

  • Processing routine financial transactions
  • Balancing cash drawers and counting currency and coin accurately
  • Assisting customers with account selection and opening
  • Cross-selling other bank services and referring customers to other departments as appropriate
  • Providing exceptional customer service


Requirements include:

  • Cash handling experience
  • Strong attention to detail and ability to multi-task effectively
  • Ability to understand and follow directions
  • Ability to organize and prioritize work
  • Proficient use of Microsoft Word and Excel software applications and ability to operate a variety of office equipment
  • Ability to maintain confidentiality, use tact and diplomacy; maintains professional dress and demeanor
  • Demonstrated sales skills
  • Valid drivers' license
  • Completion of high school, vocational training, or equivalent


We offer a competitive total rewards package, including base wages and comprehensive benefits. The pay range for this role is $20.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors.


We're 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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