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Client Service Specialist I

2 months ago

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

Umpqua Bank is a leading western-based regional bank with over $50 billion in assets under management. We are committed to providing exceptional banking services to our customers and creating a great place to work for our associates.

About the Role

This position is responsible for processing customer account transactions quickly and accurately, while providing an exceptional banking experience to our customers. The ideal candidate will have strong organizational and time management skills, as well as the ability to work effectively as part of a team.

Key Responsibilities
  • Perform cash handling functions, including deposits, withdrawals, cash advances, payments, transfers, and check cashing.
  • Balance cash drawer and client service specialist transactions.
  • Demonstrate knowledge of new and existing products and services.
  • Discuss and access customers' financial needs to identify and offer appropriate products and services.
  • Secure against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.
  • Identify fraudulent activity.
  • Perform and support daily tasks that maintain the integrity of the branch, including balancing ATM, processing night drop, balancing negotiable instruments, processing returned mail, balancing credit card machine, and monitoring lobby rate sheets and brochures.
  • Support referral goals for the branch by identifying and referring basic bank products to the appropriate business partner.
  • Provide an extraordinary customer experience.
Requirements
  • High school diploma or GED.
  • One year of experience as a client service specialist.
  • Bilingual, preferred.
  • Ability to work in a fast-paced cash handling environment.
  • Maintain a professional demeanor at all times.
  • Strong organizational and time management skills.
  • Ability to work effectively as part of a team.
  • Ability to pass Client Service Specialist training programs.
  • Ability to develop and maintain working knowledge of Bank policies, procedures, and systems.
Workstyle

This role is fully onsite.

Benefits

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 is dependent upon a variety of non-discriminatory factors.

We also 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.

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.