What are the responsibilities and job description for the Personal Banker position at Umpqua Bank?
About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000 employees and offers banking services to customers throughout the nation. Following a 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 providing a culture where associates thrive.
Our core values include Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. We're eager to meet candidates who demonstrate behaviors that align with these values.
About the Role:
- Deliver an exceptional customer experience by building new and expanding existing relationships with clients.
- Ask questions to identify client needs and offer appropriate products and services.
- Refer clients to the appropriate business partners within the Bank when needed.
Main Responsibilities:
- Provide excellent customer service by acknowledging, identifying, and offering products and services 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.
- Back up Client Service Specialists.
- Stay current on products and procedures.
- Resolve customer issues and requests.
- Demonstrate proficiency with basic business, consumer, and trust entities.
- Learn consumer lending and begin mentoring other team members about products, services, and business partners.
- Support the Assistant Manager with operational duties and tasks.
About You:
- High school diploma or equivalent required.
- Knowledge of products and services offered.
- Able to follow Standard Operating Procedures.
- Cash handling, balancing, and calculating skills.
- Able to complete multiple and varying customer requests in a timely fashion.
- Focused on learning to expand the customer relationship with emphasis on creating new relationships and expanding existing relationships using a personal and business bio and rapport with customers.
- Familiar with state laws regarding products and services.
- Able to become NMLS certified.
- Prior Client Service Specialist or banking experience preferred.
- Bilingual, preferred.
