Client Service Specialist

Full Time
Sumner, WA
Posted
Job description

Essential Job Functions:

  • 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
  • Other tasks as assigned

All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents including the Code of Conduct.


Minimum Job Requirements:

  • High School Diploma or GED
  • Some experience in customer service preferred.
  • Bilingual 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
  • Ability to develop and maintain working knowledge of Columbia Bank policies, procedures and systems
  • Builds relationships with customers and internal teammates


Physical and Mental Requirements:

  • Ability to perform repetitive finger, hand, and arm movements
  • Ability to lift up to 15lbs.
  • Ability to effectively discern information and formulate appropriate action
  • Ability to reach, squat, bend, and manually manipulate standard office equipment
  • Ability to drive to various locations
  • Ability to think critically and provide appropriate solutions


Values and Behaviors:

  • Build enduring RELATIONSHIPS with clients and each other.
  • Drive INNOVATION that simplifies life and work.
  • Seek continuous GROWTH in your personal and professional development.
  • Commit with HEART to serve others.
  • Extend TRUST in order to receive it.


We offer a competitive total rewards package including base salary and comprehensive benefits. The annualized range for this role is $18.00 - $21.63, and the pay rate for the successful applicant depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates cost-effective benefit options including 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, paid time off for vacation, illness, volunteerism, 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.

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.

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

jjbodyshop.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, jjbodyshop.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, jjbodyshop.com is the ideal place to find your next job.

Intrested in this job?

Related Jobs

All Related Listed jobs