Client Service Specialist I

$37,440 - $54,080/Yr

Umpqua Bank - Santa Rosa, CA

Full-time - Entry Level

Santa Rosa, CA

1,001-5,000 employees

Credit Intermediation and Related Activities

About the position

The Client Service Specialist I at Umpqua Bank is responsible for processing a variety of customer account transactions efficiently and confidentially while providing an exceptional banking experience. This role emphasizes building relationships with customers and offering appropriate banking products and services, ensuring a high level of customer satisfaction.

Responsibilities

• Process customer account transactions quickly and accurately.
• Perform cash handling functions including deposits, withdrawals, and transfers.
• Balance cash drawer and transactions.
• Demonstrate knowledge of banking products and services.
• Discuss and assess customers' financial needs to offer suitable products.
• Secure cash drawer and ensure prompt accounting of funds.
• Identify and report fraudulent activity.
• Support daily tasks to maintain branch integrity, such as balancing ATM and processing night drop.
• Support referral goals by identifying and referring bank products to business partners.
• Provide an extraordinary customer experience.
• Assist in training less experienced client service specialists.

Requirements

• High school diploma or GED.
• One year of experience as a client service specialist.
• Ability to work in a fast-paced cash handling environment.
• Strong organizational and time management skills.
• Ability to work effectively as part of a team.
• Ability to pass Client Service Specialist training programs.
• Develop and maintain knowledge of bank policies and procedures.

Nice-to-haves

• Bilingual preferred.
• Experience in relationship-building opportunities.

Benefits

• Competitive total rewards package including base wages and comprehensive benefits.
• Healthcare coverage (medical, dental, and vision plans).
• 401(k) retirement savings plan with employer match.
• Employee assistance program.
• Life insurance and disability insurance.
• Tuition assistance and mental health resources.
• Identity theft protection and legal support.
• Auto and home insurance.
• Pet insurance.
• Access to an online discount marketplace.
• Paid vacation, sick days, volunteer days, and holidays.