Client Service Specialist

$37,440 - $51,002/Yr

Umpqua Bank - Roseville, CA

Full-time

Roseville, CA

1,001-5,000 employees

Credit Intermediation and Related Activities

About the position

The Client Service Specialist - Float at Umpqua Bank is responsible for processing routine financial transactions and providing exceptional customer service across various locations. This role involves cash handling, account management, and compliance with banking regulations, all while maintaining a focus on customer needs and cross-selling bank services.

Responsibilities

• Process a variety of routine financial transactions including check cashing, withdrawals, deposits, and loan payments.
• Balance cash drawer, counting currency and coin accurately.
• Assist customers in determining the types of account that will meet their financial needs.
• Open and process all types of deposit and loan accounts including complex retail products such as consumer loans, VISA merchant accounts, and small business loans.
• Cross-sell other bank services and refer customers to other departments as appropriate.
• Answer questions and/or resolve complex technical problems on customer accounts.
• Provide exceptional customer service.
• Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.
• Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position.

Requirements

• Cash handling experience.
• Strong attention to detail and the ability to multi-task effectively.
• Ability to understand and follow directions.
• Ability to organize and prioritize work.
• Proficient use of Microsoft Word and Excel software applications and ability to operate a variety of office equipment.
• Ability to maintain confidentiality, use tact and diplomacy; maintains professional dress and demeanor.
• Demonstrated sales skills.
• Valid drivers' license.
• Completion of high school, vocational training, or equivalent.

Benefits

• Comprehensive healthcare coverage (medical, dental, and vision plans)
• 401(k)-retirement savings plan with employer match
• 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
• Paid vacation, sick days, volunteer days, and holidays