Umpqua Bank-posted 2 months ago
$18 - $26/Yr
Full-time
Bend, OR
1,001-5,000 employees
Credit Intermediation and Related Activities

Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice and often collaborating with internal Bank partners. Relationship bankers are expected to be active in the community and engage customers where and how they prefer to bank by providing education on digital and traditional solutions to achieve their banking needs.

  • Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.
  • Maintain direct contact with external and internal clients, delivering outstanding service in alignment with the bank's Breakthrough Client Service Standards.
  • Open new deposit accounts and originate consumer loans.
  • Originate consumer loans and some small business loans and actively build and maintain a loan and deposit portfolio.
  • Educate customers about the availability of services originated by internal partners such as Treasury Management services.
  • Perform pro-active outbound phone calls to current and prospective consumer and small business customers.
  • Develop a pipeline of prospects from in branch and outbound business development activities.
  • Collaborate with partners across the Bank in various lines of business as well as within the branch team.
  • Independently support and resolve client issues with digital products and services.
  • Support the community, which may include events during and after business hours, weekends, volunteerism, and other forms of community sponsorship.
  • Actively learn, demonstrate, and foster our DO RIGHT TOGETHER Culture.
  • Other responsibilities as assigned.
  • High School Diploma or GED, required.
  • 2 years of banking and/or demonstrated sales experience required.
  • 2 years developing current and new client relationships, achieving sales goals, and building referral sources in banking or retail environment with client Service and cash handling experience required.
  • 2 years in a lending function with loan origination and processing functions required.
  • In-depth knowledge of Consumer and Business products and services.
  • Demonstrated proficiency in consumer and business lending.
  • Exhibits deep desire to assist clients in achieving their financial goals.
  • Demonstrated proficiency in consumer lending and basic business lending skills.
  • Ability to understand cash flow, financial statements, and market risk.
  • Demonstrates desire and ability to build upon technology skills in various delivery channels, including online banking platforms, Bill Pay, E-Statements, mobile banking, ATM, and business banking applications.
  • Continuously working to improve communications skills, including presentation skills.
  • Excellent verbal and written communication skills, including the ability to present materials to groups of people.
  • Ability to do outbound calling, in person & remotely.
  • Ability to lift up to 25 pounds.
  • Ability to stand for extended periods of time.
  • This position may require you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person.
  • This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions.
  • This position is eligible for a signing bonus of $1,000.00.
  • Competitive total rewards package including base wages and comprehensive benefits.
  • Pay range for this role is $18.00 to $26.00.
  • Eligible associates 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.
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