Client Service Specialist

Job Description

At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. This position processes a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services.

Key Responsibilities

• Performs cash handling functions (deposits, withdrawals, cash advances, payments, transfers, check cashing, etc.).
• Balancing cash drawer and Client Service Specialist transactions.
• Learning basic knowledge of new and existing products and services.
• Discuss and access customer’s 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.
• Read, understand, and follow all relevant SOP’s.
• Perform and support daily tasks that maintain the integrity of the branch (balance ATM, process night drop, balance negotiable instruments, process returned mail, balance credit card machine, monitor lobby rate sheets and brochures).
• Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.
• Provides an extraordinary customer experience.
• Other tasks as assigned.

Qualifications

• High School Diploma or GED.
• Some experience in customer service preferred.
• 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.
• Builds relationships with customers and internal teammates.
• Ability to perform repetitive finger, hand, and arm movements.
• Ability to think critically and provide appropriate solutions.

Salary & Benefits

Salary: $ 18 - $ 21.35

• $500 net signing bonus
• Comprehensive healthcare coverage (medical, dental, and vision plans)
• 401(k)-retirement savings plan with employer match
• 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
• Paid vacation, sick days, volunteer days, and holidays

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