Verified Job
Accounting - Finance
Client Service Specialist
Accounting - Finance
#464464
Remote / WFH
Job Description
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:
This position processes a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services.
• Performs cash handling functions (deposits, withdrawals, cash advances, payments, transfers, check cashing, etc.).
• Balancing cash drawer and Client Service Specialist transactions.
• Learning basic knowledge of new and existing products and services.
• Discuss and access customer’s 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.
• Read, understand, and follow all relevant SOP’s.
• Perform and support daily tasks that maintain the integrity of the branch (balance ATM, process night drop, balance negotiable instruments, process returned mail, balance credit card machine, monitor lobby rate sheets and brochures).
• Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.
• Provides an extraordinary customer experience.
• Other tasks as assigned.
About You:
• High School Diploma or GED.
• Some experience in customer service preferred.
• Bilingual preferred.
• Ability to work in a fast-paced, cash handling environment.
• Maintain a professional demeanor at all times.
• Strong organizational and time management skills.
• Ability to work effectively as part of a team.
• Ability to pass Client Service Specialist training programs.
• Builds relationships with customers and internal teammates.
• Ability to perform repetitive finger, hand, and arm movements.
• Ability to think critically and provide appropriate solutions.
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, ****** 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.
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:
This position processes a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services.
• Performs cash handling functions (deposits, withdrawals, cash advances, payments, transfers, check cashing, etc.).
• Balancing cash drawer and Client Service Specialist transactions.
• Learning basic knowledge of new and existing products and services.
• Discuss and access customer’s 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.
• Read, understand, and follow all relevant SOP’s.
• Perform and support daily tasks that maintain the integrity of the branch (balance ATM, process night drop, balance negotiable instruments, process returned mail, balance credit card machine, monitor lobby rate sheets and brochures).
• Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.
• Provides an extraordinary customer experience.
• Other tasks as assigned.
About You:
• High School Diploma or GED.
• Some experience in customer service preferred.
• Bilingual preferred.
• Ability to work in a fast-paced, cash handling environment.
• Maintain a professional demeanor at all times.
• Strong organizational and time management skills.
• Ability to work effectively as part of a team.
• Ability to pass Client Service Specialist training programs.
• Builds relationships with customers and internal teammates.
• Ability to perform repetitive finger, hand, and arm movements.
• Ability to think critically and provide appropriate solutions.
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, ****** 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.
