Urgently Need Client Service Specialist in Gresham, OR
Job title: Client Service Specialist
Company: Umpqua Bank
Job description: 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:
This position processes a variety of customer account transactions quickly, accurately, and confidentially. A Level I 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.
- 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.