Personal Banker I

5 days ago

Santa Rosa, California, United States Umpqua Bank Full time
About the Role

The Personal Banker is responsible for delivering an exceptional customer experience by building new and expanding existing relationships with clients. This involves asking questions to identify needs, offering appropriate products and services, and referring the customer to the appropriate business partners within the Bank when needed.

Key Responsibilities
  • Provide excellent customer service by providing immediate acknowledgement, identifying, and offering products and services, and responding to inquiries in a timely manner.
  • Develop relationships by consulting with customers.
  • Deliver and package detailed clerical support for deposit and consumer loan accounts, business accounts, collections and wires, safe deposit contracts, and pay and receive transactions.
  • Back up Client Service Specialists.
  • Stay current and demonstrate knowledge on products and procedures.
  • Resolve customer issues and requests.
  • Demonstrate proficiency with basic business, consumer, and trust entities.
  • Learning consumer lending.
  • Begin to mentor other team members about products, services, and business partners.
  • Beginning to back up the Assistant Manager with operational duties and tasks.
  • Other responsibilities as assigned.
About You

We are looking for a highly motivated and customer-focused individual to join our team. The ideal candidate will have a high school diploma or equivalent, knowledge of products and services offered, and the ability to follow Standard Operating Procedures.

  • Cash handling, balancing, and calculating skills.
  • Ability to complete multiple and varying customer requests in a timely fashion.
  • Supports the branch goal of identifying and referring a range of bank products and services to the appropriate business partners.
  • Focused on learning to expand the customer relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.
  • Familiar with state laws regarding products and services.
  • Ability to become NMLS certified.
  • Prior Client Service Specialist or banking experience.
  • Bilingual, preferred.
Workstyle

This role is fully onsite.

Our Benefits

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $19.46 to $29.19, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, 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. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

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. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].

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