Client Engagement Banker - Umpqua Bank
Irvine, CA
About the Job
Client Engagement Banker
Retail Banking Group
Irvine,
California
Description
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:
The Client Engagement Banker is responsible for delivering an exceptional customer experience. They will build new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the customer to the appropriate business partners within the Bank when needed.
+ Provide excellent customer service by providing immediate acknowledgement, identifying, and offering products and services, and responding to inquiries in a timely manner.
+ Develop relationships by consulting with customers.
+ Deliver and package detailed clerical support for deposit and consumer loan accounts, business accounts, collections and wires, safe deposit contracts, and pay and receive transactions.
+ Back up Client Service Specialists.
+ Stay current and demonstrate knowledge on products and procedures.
+ Resolve customer issues and requests.
+ Demonstrate proficiency with basic business, consumer, and trust entities.
+ Learning consumer lending.
+ Begin to mentor other team members about products, services, and business partners.
+ Beginning to back up the Assistant Manager with operational duties and tasks.
+ Other responsibilities as assigned.
About You:
+ High school diploma or equivalent.
+ One year of customer service and/or personal banking experience.
+ Knowledge of products and services offered and referrals to business partners.
+ Ability to follow Standard Operating Procedures.
+ Cash handling, balancing, and calculating skills.
+ Ability to complete multiple and varying customer requests in a timely fashion.
+ Support the branch goal of identifying and referring a wide range of bank products and services to the appropriate business partners.
+ Proficient in expanding the customer relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.
+ Familiar with state laws regarding products and services (look at specific training tracks).
+ Working towards NMLS certification.
+ In-depth knowledge of consumer loan products.
+ Developing consumer lending skills.
+ Bilingual, preferred.
+ NMLS Certification, preferred.
Workstyle: Fully onsite.
Our Benefits:
We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $20.63 to $28.94, and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible 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 isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout 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: [email protected] .
To Staffing and Recruiting Agencies:
Our posted job opportunities are onlyintendedfor individuals seekingemploymentat 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 resumestothis site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.
Retail Banking Group
Irvine,
California
Description
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:
The Client Engagement Banker is responsible for delivering an exceptional customer experience. They will build new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the customer to the appropriate business partners within the Bank when needed.
+ Provide excellent customer service by providing immediate acknowledgement, identifying, and offering products and services, and responding to inquiries in a timely manner.
+ Develop relationships by consulting with customers.
+ Deliver and package detailed clerical support for deposit and consumer loan accounts, business accounts, collections and wires, safe deposit contracts, and pay and receive transactions.
+ Back up Client Service Specialists.
+ Stay current and demonstrate knowledge on products and procedures.
+ Resolve customer issues and requests.
+ Demonstrate proficiency with basic business, consumer, and trust entities.
+ Learning consumer lending.
+ Begin to mentor other team members about products, services, and business partners.
+ Beginning to back up the Assistant Manager with operational duties and tasks.
+ Other responsibilities as assigned.
About You:
+ High school diploma or equivalent.
+ One year of customer service and/or personal banking experience.
+ Knowledge of products and services offered and referrals to business partners.
+ Ability to follow Standard Operating Procedures.
+ Cash handling, balancing, and calculating skills.
+ Ability to complete multiple and varying customer requests in a timely fashion.
+ Support the branch goal of identifying and referring a wide range of bank products and services to the appropriate business partners.
+ Proficient in expanding the customer relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.
+ Familiar with state laws regarding products and services (look at specific training tracks).
+ Working towards NMLS certification.
+ In-depth knowledge of consumer loan products.
+ Developing consumer lending skills.
+ Bilingual, preferred.
+ NMLS Certification, preferred.
Workstyle: Fully onsite.
Our Benefits:
We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $20.63 to $28.94, and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible 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 isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout 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: [email protected] .
To Staffing and Recruiting Agencies:
Our posted job opportunities are onlyintendedfor individuals seekingemploymentat 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 resumestothis site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.
Source : Umpqua Bank
