Client Service Specialist

About the position

As the first point of contact for most clients, the Client Service Specialist (Teller) plays a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager, the Client Service Specialist role's primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Umpqua Bank procedures and banking regulations. The CSS role is also responsible for maintaining and enhancing client relationships through meaningful conversations that uncover client needs and identify opportunities to provide additional bank products and services.

Responsibilities

• Always performs teller transactions and cash handling functions for clients with accuracy and confidentiality.
• Accurately performs and supports daily tasks that maintain the integrity of the branch.
• 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.
• Continuously deepens knowledge of Umpqua 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.

Requirements

• High School Diploma or GED, required.
• 1 year of previous banking or customer service experience, preferred.
• Bilingual preferred.
• 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.

Benefits

• Competitive Incentive Plan: Earn rewards that match your efforts.
• Professional Development: Grow your skills with our tailored premier banker programs.
• Career Growth: Clear paths to achieve your professional goals.
• Comprehensive healthcare coverage (medical, dental, and vision plans).
• 401(k)-retirement savings plan with employer match for qualifying associate contributions.
• 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.