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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 vital role in providing exceptional banking experiences to our customers by processing various account transactions quickly, accurately, and confidentially.

Key Responsibilities
  • Perform cash handling functions, including deposits, withdrawals, cash advances, payments, transfers, and check cashing.
  • Balance cash drawer and client service specialist transactions to ensure accuracy and security.
  • Demonstrate knowledge of new and existing products and services to identify and offer appropriate solutions to customers.
  • Secure against loss by ensuring safekeeping of money in the cash drawer and prompt accounting or transfer of funds.
  • Identify and report fraudulent activity to maintain the integrity of the branch.
  • Support daily tasks that maintain the branch's operations, including balancing ATM, processing night drop, balancing negotiable instruments, 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 by being responsive, empathetic, and knowledgeable.
About You

We're looking for a highly organized and detail-oriented individual with excellent communication skills to join our team. The ideal candidate will have:

  • A high school diploma or equivalent.
  • One year of experience as a client service specialist or in a related role.
  • Bilingual skills, a plus.
  • The ability to work in a fast-paced cash handling environment.
  • A professional demeanor at all times.
  • Strong organizational and time management skills.
  • The ability to work effectively as part of a team.
  • The ability to pass Client Service Specialist training programs.
  • The ability to develop and maintain working knowledge of Bank policies, procedures, and systems.
Our Commitment to Diversity

Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. We welcome applications from qualified candidates of all backgrounds and perspectives.