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Client service specialist
$67k-88k (estimate)
Full Time 2 Weeks Ago
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Umpqua Holdings Corporation is Hiring a Client service specialist Near Washington, DC

About the Role :

Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.

This position processes a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services.

  • Performs cash handling functions (deposits, withdrawals, cash advances, payments, transfers, check cashing, etc.).
  • Balancing cash drawer and Client Service Specialist transactions.
  • Learning basic knowledge of new and existing products and services.
  • Discuss and access customer’s financial needs to identify and offer appropriate products and services.
  • Secure against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.
  • Identify fraudulent activity.
  • Read, understand, and follow all relevant SOP’s.
  • Perform and support daily tasks that maintain the integrity of the branch (balance ATM, process night drop, balance negotiable instruments, process returned mail, balance credit card machine, monitor lobby rate sheets and brochures).
  • Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.
  • Provides an extraordinary customer experience Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities
  • knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
  • Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
  • Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
  • Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
  • Takes personal initiative and is a positive example for others to emulate.
  • Embraces our vision to become 'The World's Greatest Bank.'
  • May perform other duties as assigned.

About You :

  • High School Diploma or GED.
  • Some experience in customer service preferred.
  • Ability to work in a fast-paced, cash handling environment.
  • Maintain a professional demeanor at all times.
  • Strong organizational and time management skills.
  • Ability to work effectively as part of a team.
  • Ability to pass Client Service Specialist training programs.
  • Builds relationships with customers and internal teammates.
  • Ability to perform repetitive finger, hand, and arm movements.
  • Ability to think critically and provide appropriate solutions

Workstyle : Fully onsite

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.

00-$22.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location.

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.

Our Commitment to Diversity :

Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.

If you require an accommodation to complete the application or interview(s), please let us know by email : careers@umpquabank.com

To Staffing and Recruiting Agencies :

Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions.

Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

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Last updated : 2024-08-27

Job Summary

JOB TYPE

Full Time

SALARY

$67k-88k (estimate)

POST DATE

08/29/2024

EXPIRATION DATE

11/25/2024

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The job skills required for Client service specialist include Client Service, Customer Service, Initiative, Integrity, Time Management, Cash Handling, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service specialist. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client service specialist positions, which can be used as a reference in future career path planning. As a Client service specialist, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service specialist. You can explore the career advancement for a Client service specialist below and select your interested title to get hiring information.

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If you are interested in becoming a Client Service Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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Communicate clearly with customers.

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Step 3: View the best colleges and universities for Client Service Specialist.

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