Client Service Specialist - Crenshaw Float

Umpqua Bank Corp-posted 14 days ago
$18 - $23/Yr
Full-time • Entry Level
Onsite • Los Angeles, CA
1,001-5,000 employees
Credit Intermediation and Related Activities
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As the first point of contact for most clients, the Client Service Specialists (Teller) play a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Float Manager, various Branch Managers and Assistant Branch Managers, the CSS-Float role's primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations. The CSS-Float role is also responsible for traveling within a geographic area to cover branches that need staffing support.

  • Always performs teller transactions and cash handling functions for clients with accuracy and confidentiality. Examples include deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing cash drawer, etc.
  • Accurately performs and supports daily tasks that maintain the integrity of the branch. Examples include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc.
  • Mitigate risk by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.
  • Interacts with external and internal clients, anticipates needs, and consistently provides proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards.
  • Continuously deepens knowledge of Columbia Bank's product and service offerings and stays current on changes.
  • Discuss and uncover customer's financial needs to identify and offer appropriate products and services.
  • Display curiosity in order to identify fraudulent activity
  • Read, understand, and follow all relevant operational procedures.
  • Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.
  • Provides an extraordinary client experience during face to face, phone, and electronic interactions.
  • High School Diploma or GED, required.
  • Ability to learn and comply with all Bank policies, procedures, and systems.
  • Demonstrates exceptional attention to detail and accuracy with written numbers, words, and verbal and written instructions.
  • Consistently demonstrates ability and willingness to build relationships with clients and other bank associates.
  • Ability to think critically and provide appropriate solutions.
  • Requires reading, writing and basic math skills.
  • Ability to lift up to 25 pounds.
  • Ability to stand for extended periods of time.
  • 1 year of previous banking or customer service experience, preferred.
  • Bilingual preferred.
  • We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an 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, and paid vacation, sick days, volunteer days, and holidays.
  • Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
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