Client Service Specialist - Umpqua Bank
San Rafael, CA
About the Job
Client Service Specialist
Retail Banking Group
San Rafael,
California
Description
About Us:
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 employees.
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.
Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
As the first point of contact for most clients, the Client Service Specialist(Teller)playsa key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager, the Client Service Specialistrole's primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Umpqua Bank procedures and banking regulations. The CSS role is also responsible for maintaining and enhancing client relationships through meaningful conversations that uncover client needs and identify opportunities to provide additional bank products and services.
+ Always performs teller transactions and cash handling functions for clients with accuracy and confidentiality. Examples include deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing cash drawer, etc.
+ Accurately performs and supports daily tasks that maintain the integrity of the branch. Examplesincludeappropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc.
+ Mitigate risk by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.
+ Interacts with external and internal clients, anticipates needs, and consistently provides proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.
+ Continuously deepens knowledge of Umpqua Bank's product and service offerings and stays current on changes.
+ Discuss and uncover customer’s financial needs to identify and offer appropriate products and services.
+ Display curiosity in order toidentify fraudulent activity
+ Read,understand,and follow all relevant operational procedures.
+ Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.
+ Provides an extraordinary client experience during face to face, phone, and electronic interactions.
About You:
+ High School Diploma or GED, required.
+ 1 year of previous banking orcustomer service experience, preferred.
+ Bilingual preferred.
+ Ability to learn and comply with all Bank policies,procedures,and systems.
+ Demonstrates exceptional attention to detail and accuracy with written numbers,words, and verbal and written instructions.
+ Consistently demonstrates ability and willingness to builds relationships with clients and other bank associates.
+ Ability to think critically and provide appropriate solutions.
+ Requires reading, writing and basic math skills.
+ Ability to lift up to 25 pounds.
+ Ability to stand for extended periods of time.
Be a part of a b ank t hat i nvests in y ou!
+ Competitive Incentive Plan: Earn rewards that match your efforts.
+ Professional Development: Grow your skills with our tailoredpremierbankerprograms.
+ Career Growth: Clear paths to achieve your professional goals.
Job Location (s) : Ability to work fully onsite at posted location.
1200 Fifth Avenue San Rafael, CA 94901
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. Benefiteligibility 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.
Retail Banking Group
San Rafael,
California
Description
About Us:
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 employees.
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.
Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
As the first point of contact for most clients, the Client Service Specialist(Teller)playsa key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager, the Client Service Specialistrole's primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Umpqua Bank procedures and banking regulations. The CSS role is also responsible for maintaining and enhancing client relationships through meaningful conversations that uncover client needs and identify opportunities to provide additional bank products and services.
+ Always performs teller transactions and cash handling functions for clients with accuracy and confidentiality. Examples include deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing cash drawer, etc.
+ Accurately performs and supports daily tasks that maintain the integrity of the branch. Examplesincludeappropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc.
+ Mitigate risk by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.
+ Interacts with external and internal clients, anticipates needs, and consistently provides proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.
+ Continuously deepens knowledge of Umpqua Bank's product and service offerings and stays current on changes.
+ Discuss and uncover customer’s financial needs to identify and offer appropriate products and services.
+ Display curiosity in order toidentify fraudulent activity
+ Read,understand,and follow all relevant operational procedures.
+ Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.
+ Provides an extraordinary client experience during face to face, phone, and electronic interactions.
About You:
+ High School Diploma or GED, required.
+ 1 year of previous banking orcustomer service experience, preferred.
+ Bilingual preferred.
+ Ability to learn and comply with all Bank policies,procedures,and systems.
+ Demonstrates exceptional attention to detail and accuracy with written numbers,words, and verbal and written instructions.
+ Consistently demonstrates ability and willingness to builds relationships with clients and other bank associates.
+ Ability to think critically and provide appropriate solutions.
+ Requires reading, writing and basic math skills.
+ Ability to lift up to 25 pounds.
+ Ability to stand for extended periods of time.
Be a part of a b ank t hat i nvests in y ou!
+ Competitive Incentive Plan: Earn rewards that match your efforts.
+ Professional Development: Grow your skills with our tailoredpremierbankerprograms.
+ Career Growth: Clear paths to achieve your professional goals.
Job Location (s) : Ability to work fully onsite at posted location.
1200 Fifth Avenue San Rafael, CA 94901
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. Benefiteligibility 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.
Source : Umpqua Bank