About Us:

Umpqua Bank is a publicly traded financial holdings company, headquartered in the Pacific Northwest with 6,000 employees, which offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.

We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

About the Role:

• Assist branches with process and procedural information according to standard operating procedures and training manuals
• Provide expert guidance on complex inquiries
• Assist branches with questions regarding account opening and maintenance
• Investigate and resolve all but the most complex operational questions
• Provide review and analysis of the following, including but not limited to:
  • All types of business entity documentation
  • Powers of attorney
  • Trust documentation
  • Decedent account documentation
  • Guardianships/Conservatorships o IRA/HAS

• Assist branches on IRA new account set-up, completion of forms, and processing transactions
• Provide options for alternative solutions when assisting with exception situations
• Analyze risk associated with exception situations
• Serve as an escalation point for retail branches, which includes compiling data and formulating recommendations for review by retail administration leadership
• Serve as an escalation and/or approval point for BSA
• Provide backup to the deposit account analyst to create document sets for complex clients
• Performs other duties as required

• All employees are responsible for internal controls in the performance of their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.
• 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.

• High school diploma or GED
• At least 2 years of experience in personal banking, 1 year in branch support, or equivalent experience
• Strong working knowledge of banking operations practices, principles, applications, methods, policies, and procedures
• Ability to professionally communicate, both written and verbal, across all business lines and job levels
• Excellent research and problem-solving capabilities
• Ability to work independently and collectively within a team environment
• Ability to effectively discern information, formulate appropriate action, and set priorities
• Excellent interpersonal skills required
• Proficient in Business Process Manager, Precision, and Microsoft Suite

Our Benefits:

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $24.09 - $33.65, 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: careers@umpquabank.com

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.