Client service specialist

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.

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. 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 : 2024-05-16