Client Service Specialist

$37,440 - $41,600/Yr

Umpqua Bank - Reedsport, OR

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