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Client service specialist
Umpqua Bank Sunnyside, WA
$69k-91k (estimate)
Full Time | Banking 3 Weeks Ago
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Umpqua Bank is Hiring a Client service specialist Near Sunnyside, WA

About the Role

In this role, you will work on assignments that are routine in nature where limited judgment is required within a geographic area, but not limited to one facility.

  • Process a variety of routine financial transactions including check cashing, withdrawals, deposits, and loan payments.
  • Assist customers in determining the types of account that will meet their financial needs.
  • Open and process all types of deposit and loan accounts including complex retail products such as consumer loans, VISA merchant accounts, and small business loans.
  • Cross-sell other bank services and refers customers to other departments as appropriate.
  • Answer questions and / or resolves complex technical problems on customer accounts.
  • Provide exceptional customer service.
  • 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.

About You

  • Cash handling experience.
  • Strong attention to detail and the ability to multi-task effectively.
  • Ability to understand and follow directions.
  • Ability to organize and prioritize work.
  • Proficient use of Microsoft Word and Excel software applications and ability to operate a variety of office equipment.
  • Ability to maintain confidentiality, use tact and diplomacy; maintains professional dress and demeanor.
  • Demonstrated sales skills.
  • Valid drivers' license.
  • Completion of high school, vocational training, or equivalent.

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 $18.

00 to $20.00, 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 : 2024-04-23

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$69k-91k (estimate)

POST DATE

04/24/2024

EXPIRATION DATE

04/28/2024

WEBSITE

umpquabank.com

HEADQUARTERS

ROSEBURG, OR

SIZE

3,000 - 7,500

FOUNDED

1999

CEO

CORT O'HAVER

REVENUE

$1B - $3B

INDUSTRY

Banking

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About Umpqua Bank

Upmqua Bank is a banking company based out of 1 Sw Columbia St, Portland, OR, United States.

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If you are interested in becoming a Client Service Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Specialist job description and responsibilities

Build and nurture strong personal relationships with clients.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Specialist jobs

These positions require familiarity with customer services tools and programs.

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Communicate clearly with customers.

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Step 3: View the best colleges and universities for Client Service Specialist.

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