About the Role

Responsible for the delivery of outstanding customer service, achievement of growth goals, operational efficiencies and development of store associates.

Responsible for developing and maintaining client relationships, utilizing the full spectrum of banking services.

Manages a large-sized, more complex store with core deposits above $60 million OR may manage smaller-sized store if successfully obtains and retains Small Business Advisor certification.

Concentrates approximately 20 percent of time managing high value relationships.

• Implements sales and promotional programs with creativity and energy such that goals are achieved and quality standards are met or exceeded.
• Facilitates integrated delivery of financial services and products, including customized lending, cash management, investment management, etc.

by referring customers to the appropriate department or division.

Responsible for the growth activity of the store (i.e., consumer, small business or both depending on market opportunity);

expectation of daily / weekly growth activities to take place

• Manages the selection, placement, performance, development, promotion and termination of store associates.
• Coaches and mentors all Associates in learning the skills required for their level of role, including technical expertise of consumer and small business lending.
• Ensures operational efficiency, compliance and quality standards are met.
• Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.
• Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.

About You

• Associate’s degree, or equivalent work experience in banking and finance, business, or a related field
• 4-7 years of supervisory / management experience in retail banking
• Active membership in several community organizations.
• Strong attention to detail and the ability to multi-task effectively.
• Proficient use of Microsoft Word and Excel software applications, other banking computer systems and related software, and ability to operate a variety of office equipment.
• Effective training and mentoring skills.
• Demonstrated sales skills.
• Demonstrated effective interpersonal skills to effectively manage staff and customer service issues.
• Solid understanding retail services and products. Consumer and small business lending origination experience preferred.
• Complies with all Federal, State and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and renewal rules as defined by the bank, if applicable.
• This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note : Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain.

All MLOs will be required to register as an MLO complying with the SAFE Act requirements.

This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.

e., home equity lines of credit) only.

Work Style : Umpqua Bank offers a Flexible Workplace Program, and this opportunity comes with the Full Office work style which is working in office from a designated company location five days weekly.

Our Benefits : We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $62,700.

00 to $102,000.00, 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.

Last updated : 2024-05-02