Verified Job
Accounting - Finance
Personal Banker - Full-time
Accounting - Finance
#532013
Remote / WFH
Job Description
Personal Banker
Retail Banking Group
Petaluma,
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:
The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending opportunities.
+ Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner.
+ Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.
+ Makes recommendations and follows through on commitments to clients.
+ Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.
+ Opens Consumer and Business accounts for existing and new clients.
+ Acts as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.
+ Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.
+ Stays current on products and procedures.
+ Resolves client issues and requests, exhibiting strong follow through.
+ Building familiarity with business, consumer, and trust entities.
+ Other responsibilities as assigned.
• About You:
+ High School Diploma or GED, required.
+ 1 year of Client Service Specialist (Teller) or other banking experience preferred.
+ Basic knowledge of consumer banking and business products and services offered.
+ Ability and desire to actively develop consumer lending skills.
+ Ability to follow Standard Operating Procedures.
+ Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.
+ Ability to complete multiple and varying client requests in a timely manner.
+ Proficient in expanding the client 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 and regulations related to products and services.
+ Requires reading, writing and basic math skills.
+ Ability to lift up to 25 pounds.
+ Ability to stand for extended periods of time.
+ Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred.
• Be a part of a bank that invests in you!
+ Competitive Incentive Plan: Earn rewards that match your efforts.
+ Professional Development: Grow your skills with our tailored premier banker programs.
+ Career Growth: Clear paths to achieve your professional goals.
• Job Location(s): Ability to work fully onsite at posted location.
201 Western Ave
Petaluma, CA, +4+52
• Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $1+.00 to $28.00, 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.
Retail Banking Group
Petaluma,
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:
The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending opportunities.
+ Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner.
+ Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.
+ Makes recommendations and follows through on commitments to clients.
+ Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.
+ Opens Consumer and Business accounts for existing and new clients.
+ Acts as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.
+ Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.
+ Stays current on products and procedures.
+ Resolves client issues and requests, exhibiting strong follow through.
+ Building familiarity with business, consumer, and trust entities.
+ Other responsibilities as assigned.
• About You:
+ High School Diploma or GED, required.
+ 1 year of Client Service Specialist (Teller) or other banking experience preferred.
+ Basic knowledge of consumer banking and business products and services offered.
+ Ability and desire to actively develop consumer lending skills.
+ Ability to follow Standard Operating Procedures.
+ Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.
+ Ability to complete multiple and varying client requests in a timely manner.
+ Proficient in expanding the client 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 and regulations related to products and services.
+ Requires reading, writing and basic math skills.
+ Ability to lift up to 25 pounds.
+ Ability to stand for extended periods of time.
+ Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred.
• Be a part of a bank that invests in you!
+ Competitive Incentive Plan: Earn rewards that match your efforts.
+ Professional Development: Grow your skills with our tailored premier banker programs.
+ Career Growth: Clear paths to achieve your professional goals.
• Job Location(s): Ability to work fully onsite at posted location.
201 Western Ave
Petaluma, CA, +4+52
• Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $1+.00 to $28.00, 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.
