What are the responsibilities and job description for the Personal Banker - Sweet Home position at Umpqua Bank?
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:
The Personal Banker is responsible for delivering an exceptional customer experience. They will build new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the customer to the appropriate business partners within the Bank when needed.
- Provide excellent customer service by providing immediate acknowledgement, identifying, and offering products and services, and responding to inquiries in a timely manner.
- Develop relationships by consulting with customers.
- Deliver and package detailed clerical support for deposit and consumer loan accounts, business accounts, collections and wires, safe deposit contracts, and pay and receive transactions.
- Back up Client Service Specialists.
- Stay current and demonstrate knowledge on products and procedures.
- Resolve customer issues and requests.
- Demonstrate proficiency with basic business, consumer, and trust entities.
- Learning consumer lending.
- Begin to mentor other team members about products, services, and business partners.
- Beginning to back up the Assistant Manager with operational duties and tasks.
- Other responsibilities as assigned.
About You:
- High school diploma or equivalent.
- One year of customer service and/or personal banking experience.
- Knowledge of products and services offered and referrals to business partners.
- Ability to follow Standard Operating Procedures.
- Cash handling, balancing, and calculating skills.
- Ability to complete multiple and varying customer requests in a timely fashion.
- Support the branch goal of identifying and referring a wide range of bank products and services to the appropriate business partners.
- Proficient in expanding the customer relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.
- Familiar with state laws regarding products and services (look at specific training tracks).
- Working towards NMLS certification.
- In-depth knowledge of consumer loan products.
- Developing consumer lending skills.
- Bilingual, preferred.
- NMLS Certification, preferred.
Work Style:
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 $24.00, 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.
Our Commitment to Diversity:
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.
Salary : $18 - $24
