About the Role

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

• 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

• High school diploma or equivalent.
• One year of customer service and / or personal banking experience.
• Knowledge of products and services offered and referrals to business partners.
• Ability to follow Standard Operating Procedures.
• Cash handling, balancing, and calculating skills.
• Ability to complete multiple and varying customer requests in a timely fashion.
• Support the branch goal of identifying and referring a wide range of bank products and services to the appropriate business partners.
• Proficient in expanding 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 (look at specific training tracks).
• Working towards NMLS certification.
• In-depth knowledge of consumer loan products.
• Developing consumer lending skills.
• Bilingual, preferred.
• NMLS Certification, preferred.

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.

00 - $21.00, 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 : 2024-05-07