Client Service Specialist III

Retail Banking Group

San Rafael, California

Description

About Us:

Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and 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:

This position processes a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist also provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services.

• Perform cash handling functions (e.g., deposits, withdrawals, cash advances, payments, transfers, check cashing).

• Balance cash drawer and client service specialist transactions.

• Demonstrate knowledge of new and existing products and services.

• Discuss and access customers’ financial needs to identify and offer appropriate products and services.

• Secure against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.

• Identify fraudulent activity.

• Perform and support daily tasks that maintain the integrity of the branch (e.g., balance ATM, process night drop, balance negotiable instruments, process returned mail, balance credit card machine, monitor lobby rate sheets and brochures).

• Support referral goals for the branch by identifying and referring basic bank products to the appropriate business partner.

• Provide an extraordinary customer experience.

• Other responsibilities as assigned.

About You:

• High school diploma or GED.

• One year of experience as a client service specialist.

• Bilingual, preferred.

• Ability to work in a fast-paced cash handling environment.

• Maintain a professional demeanor at all times.

• Strong organizational and time management skills.

• Ability to work effectively as part of a team.

• Ability to pass Client Service Specialist training programs.

• Ability to develop and maintain working knowledge of Bank policies, procedures, and systems.

• May back up operational duties of the personal banker and/or assistant manager.

• Building capabilities to identify relationship-building opportunities, such as outbound telephone calls to customers.

• Provide basic guidance to less experienced client service specialists when needed.

• Other responsibilities as assigned.

Workstyle: Fully onsite.

Our Benefits:

We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $18.00 to $22.48, and the pay rate for the selected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible 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 isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout 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: [email protected] .

To Staffing and Recruiting Agencies:

Our posted job opportunities are onlyintendedfor individuals seekingemploymentat 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 submitprofiles, applications,or resumestothis site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.