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Banking Services Representative I
2 months ago
About Us:
Umpqua Bank, a prominent financial institution in the Pacific Northwest, employs over 5,000 individuals and provides banking solutions nationwide. Following our recent merger with Columbia Bank, we have established ourselves as a leading regional bank with assets exceeding $50 billion. Our commitment to our employees, customers, and communities remains steadfast.
We foster a workplace culture that emphasizes relationship banking and encourages our associates to thrive. We are eager to connect with candidates who embody our core values: Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.
About the Role:
The Client Service Specialist I is responsible for efficiently processing a variety of customer account transactions while maintaining confidentiality. This role is pivotal in delivering an exceptional banking experience by cultivating relationships and recommending suitable products and services.
- Execute cash handling tasks, including deposits, withdrawals, payments, and transfers.
- Ensure accuracy by balancing the cash drawer and transactions.
- Acquire knowledge of new and existing banking products and services.
- Assess customers' financial needs to identify and suggest appropriate offerings.
- Safeguard funds by ensuring the secure handling of cash and prompt accounting.
- Detect and report any fraudulent activities.
- Comprehend and adhere to all relevant Standard Operating Procedures (SOPs).
- Support daily operations to maintain branch integrity, including balancing ATMs and processing returned mail.
- Contribute to branch referral goals by identifying and directing customers to suitable banking products.
- Deliver an extraordinary customer experience consistently.
- Perform additional tasks as assigned.
- High School Diploma or GED is required.
- Prior experience in customer service is preferred.
- Bilingual candidates are preferred.
- Ability to thrive in a fast-paced, cash handling environment.
- Maintain professionalism at all times.
- Exhibit strong organizational and time management skills.
- Work effectively as part of a team.
- Successfully complete Client Service Specialist training programs.
- Build and nurture relationships with customers and colleagues.
- Ability to perform repetitive hand and arm movements.
- Critical thinking skills to provide effective solutions.
Fully onsite
Our Benefits:
We offer a competitive total rewards package that includes base wages and comprehensive benefits. The pay range for this position is $22.00, with the final rate determined by various non-discriminatory factors such as job-related knowledge, skills, experience, education, and geographic location. Performance-based incentive compensation may also be available.
Eligible associates receive comprehensive healthcare coverage (medical, dental, and vision), a 401(k) retirement savings plan with employer matching, an employee assistance program, life and 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 time off for vacation, sick days, volunteer days, and holidays. Benefit eligibility begins on the first day of the month following the date of hire for regularly scheduled associates working at least thirty hours weekly.
Our Commitment to Diversity:
Umpqua Bank is an equal opportunity and affirmative action employer dedicated 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.
