What are the responsibilities and job description for the Personal Financial Growth Expert position at Umpqua Bank?
Our Vision
At Umpqua Bank, we strive to be a leader in the industry by providing exceptional service and creating a positive impact on our clients' lives.
The Role
A Relationship Banker plays a critical role in helping clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs.
- Build and maintain strong customer relationships by asking questions, identifying deposit, credit, and investment solutions to meet their goals.
- Deliver high-quality Financial Wellness Reviews, identify needs, make recommendations, and follow up with customers.
- Assist clients with their financial growth by offering advice on alternative channels that provide value and referring them to relevant lines of business.
Responsibilities
- Originate small business loans and provide cash management solutions such as Treasury Management, Merchant Services, payroll, and ACH services.
- Recognize potential for small businesses and make quality referrals to the proper team.
- Cross-sell other bank services and refer customers to other departments as needed.
Requirements
- 2-4 years of experience in banking, sales, or a related field.
- < 2 years of experience developing current and new customer relationships, achieving sales goals, and building referral sources in banking or retail environments.
- < 2 years of experience in lending functions, including loan origination and processing, or equivalent training.
Advantages
- Performance-based incentive compensation.
- Comprehensive healthcare coverage (medical, dental, and vision plans).
- A 401(k) retirement savings plan with employer match for qualifying associate contributions.
