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Client Service Specialist I

1 month ago

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

This position involves processing a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services.

Key Responsibilities:
  • Perform cash handling functions, including deposits, withdrawals, cash advances, payments, transfers, check cashing, and balancing cash drawer and client service specialist transactions.
  • Learn basic 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 and read, understand, and follow all relevant SOPs.
  • 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, monitoring lobby rate sheets and brochures.
  • Support referral goals for the branch by focusing on and identifying and referring basic bank products to the appropriate business partner.
  • Provide an extraordinary customer experience and perform other tasks as assigned.
About Us:

Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. As a leading western-based regional bank with more than $50B in assets under management, we create a great place to work by offering a special brand of relationship banking and providing a culture where associates thrive.

What We Offer:
  • A competitive total rewards package, including base wages and comprehensive benefits.
  • A 401(k)-retirement savings plan with employer match for qualifying associate contributions.
  • Eligibility for performance-based incentive compensation.
  • Comprehensive healthcare coverage (medical, dental, and vision plans).
  • 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.
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.