What are the responsibilities and job description for the Retail Business Banking Support Specialist position at Umpqua Bank?
About Us:
Umpqua Bank is headquartered in the Pacific Northwest with 5,000 employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.
About the Role:
This position works closely with the Retail Business Bankers to attain team established goals. This support role will focus on providing:
- Operational soundness by assisting with management of loan and deposit portfolios.
- Support in activities conducive to generating revenue for the team and the bank.
- Regularly participates in client and prospect research to help Retail Business Bankers Find, Grow and Keep new and existing client relationships.
- 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.
- Utilizes extensive knowledge of loan origination system, core, pricing tools, and other required systems to support the production team.
- Accurately completes bank forms in a timely manner and demonstrates working knowledge of internal processes.
- Develops and maintains an in-depth knowledge of products and services as well as knowledge of competitors and competitive products.
- 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.
- May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
- 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 “Business Bank of Choice”
About You:
- Bachelor’s Degree or equivalent work experience. Preferred
- High School Diploma or equivalent. Required.
- Minimum 3 years of banking experience or equivalent. Preferred
- Proficient with personal computers and related software packages such as Word and Excel.
- Ability to work effectively with individuals and groups across the company to manage customer relationships.
- Advanced knowledge of cash management solutions and deposit solutions, including product, policies, procedures, practices and documentation.
- Ability to train and present to small and large audiences.
- Strong knowledge of business banking processes, procedures, best practices and documentation.
- Ability to effectively manage and prioritize time
Workstyle: Fully onsite.
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $23.00 - $30.00 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. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
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.
Salary : $23 - $30
