Client Specialist jobs in Portland, OR

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:

In this role, you will work on assignments that are routine in nature where limited judgment is required within a geographic area, but not limited to one facility.

• Process a variety of routine financial transactions including check cashing, withdrawals, deposits, and loan payments.
• Balance cash drawer, counting currency and coin accurately.
• Assist customers in determining the types of account that will meet their financial needs.
• 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.
• Cross-sell other bank services and refers customers to other departments as appropriate.
• Answer questions and/or resolves complex technical problems on customer accounts.
• Provide exceptional customer service.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities –
• knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation
• E, Bank Security and other regulations as applicable to this job description.
• Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become "The World's Greatest Bank."
• May perform other duties as assigned.
  
  

About You:

• Cash handling experience.
• Strong attention to detail and the ability to multi-task effectively.
• Ability to understand and follow directions.
• Ability to organize and prioritize work.
• Proficient use of Microsoft Word and Excel software applications and ability to operate a variety of office equipment.
• Ability to maintain confidentiality, use tact and diplomacy; maintains professional dress and demeanor.
• Demonstrated sales skills.
• Valid drivers' license.
• Completion of high school, vocational training, or equivalent.
  
  

Workstyle: Fully onsite

Our Benefits:

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 - $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.

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: [email protected]

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.