Personal Banker

Umpqua Bank • Bend, OR

292d • $19 - $22

About The Position

The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending opportunities. Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Makes recommendations and follows through on commitments to clients. Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards. Opens Consumer and Business accounts for existing and new clients. Acts as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed. Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners. Stays current on products and procedures. Resolves client issues and requests, exhibiting strong follow through. Building familiarity with business, consumer, and trust entities. Other responsibilities as assigned.

Requirements

• High School Diploma or GED required.
• 1 year of Client Service Specialist (Teller) or other banking experience preferred.
• Basic knowledge of consumer banking and business products and services.
• Ability and desire to actively develop consumer lending skills.
• Ability to follow Standard Operating Procedures.
• Ability to accurately handle cash and balance accounts.
• Ability to complete multiple client requests in a timely manner.
• Proficient in expanding client relationships.
• Familiar with state laws and regulations related to products and services.
• Requires reading, writing, and basic math skills.
• Ability to lift up to 25 pounds.
• Ability to stand for extended periods of time.
• Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred.

Responsibilities

• Deliver exceptional client experience by adhering to Breakthrough Client Experience Standards.
• Acquire new and expand existing relationships with clients.
• Identify client needs and offer appropriate products and services.
• Refer clients to appropriate business partners within the Bank.
• Uncover and originate consumer lending opportunities.
• Provide immediate acknowledgement and respond to inquiries in a timely manner.
• Engage clients in financial reviews to provide solutions.
• Make recommendations and follow through on commitments to clients.
• Maintain direct contact with clients and provide proactive solutions.
• Open Consumer and Business accounts for clients.
• Act as a resource to Client Service Specialists and fill in on teller functions when needed.
• Support branch goals by identifying and referring bank products and services.
• Stay current on products and procedures.
• Resolve client issues and requests.

Benefits

• Competitive total rewards package including base wages and comprehensive benefits.
• Pay range for this role is $19.00 - $22.50.
• Performance-based incentive compensation.
• Comprehensive healthcare coverage (medical, dental, and vision plans).
• 401(k)-retirement savings plan with employer match.
• Employee assistance program.
• Life insurance and disability insurance.
• Tuition assistance and mental health resources.
• Identity theft protection and legal support.
• Auto and home insurance.
• Access to an online discount marketplace.
• Paid vacation, sick days, volunteer days, and holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED