Assistant Branch Manager - McKinleyville

About Us:

Umpqua Bank is a publicly traded financial holdings company, headquartered in the Pacific Northwest with 6,000 employees, which 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:

In this role, you will be responsible for building, maintaining, and deepening relationships with consumer and business customers by providing exceptional customer service and recommending appropriate customer solutions through use of the ACE model. This includes, but is not limited to, processing transactions, placing customers in appropriate account and loan products, cross-selling other bank services and referring customers to other departments as appropriate. This role supports the Store Manager with day-to-day operations and associate activities.

• Act as a role model to other store associates. Accept and accurately process a variety of financial transactions for customers, including typical consumer and business transactions, such as, cashing checks and processing checking and savings account withdrawals and balancing duties, etc., while seeking opportunities to develop customer relationships and identify sales opportunities.
• Listen to the customer's financial needs and cross-sell other bank services and refer customers to other departments as appropriate, to support the customer's financial growth.
• Utilize basic sales techniques to deepen existing customer/prospect relationships, such as, new accounts and products that properly fit the need of the consumer or business customer.
• Work on assignments that are extremely complex and specialized in nature where independent action and a high degree of initiative are required in resolving problems and developing recommendations (i.e., small business lending). May help determine methods and procedures on new assignments.
• Accept and accurately process all financial transactions.
• Maintain responsibility for cash drawer and follow proper balancing procedures.
• 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 providing solutions with cash management and Retail Business Solutions.
• Expected to proactively be involved in the growth activity of the store.
• Review and maintain knowledge of products, fees and policies to stay current on offerings for product suggestion on all lines of consumer and small business banking.
• Facilitate the review and assessment of the operational/audit requirements of the store. Provide input and support to any remediation or adjustments that will improve operational quality.
• May supervise other associates on day-to-day activities, and act in the Store Manager capacity when required.
• 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:

• Requires a high school diploma, vocational training, or equivalent, and customer service skills.
• 5 years of banking and/or demonstrated sales experience.
• Demonstrated consumer and small business lending skills.
• Effective training and mentoring skills.
• Knowledge of bank operating procedures, practices and policies.
• This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements.
• This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.

Our Benefits:

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $20.25 to $28.19, 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.

Our Commitment to Diversity:

Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without 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: careers@umpquabank.com

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at 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 submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.