Client Service Specialist

$37,440 - $41,600/Yr

Umpqua Bank - Reedsport, OR

posted 3 days ago

Full-time - Entry Level
Reedsport, OR
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 cross-selling bank services while ensuring compliance with banking regulations. The position requires strong attention to detail and the ability to multitask effectively in a fast-paced environment.

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
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