Client Service Specialist

Umpqua Bank Corp-posted 20 days ago
$18 - $23/Yr
Full-time • Entry Level
Onsite • North Bend, OR
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 Specialist (Teller) play a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager, the CSS 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 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.

  • Performs teller transactions and cash handling functions for clients with accuracy and confidentiality at all times. 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 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.
  • Provides basic guidance to less experienced Client Service Specialists when needed and may back up some duties of the Personal Banker desk.
  • High School Diploma or GED, required.
  • Displays ability to learn and develop skills to identify proactive relationship building opportunities. (such as outbound telephone calls to clients.)
  • 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 builds 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.
  • 2 years of previous banking or customer service experience, preferred.
  • Bilingual preferred.
  • 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.
  • We offer a competitive total rewards package including base wages and comprehensive benefits.
  • 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.
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