Client Service Specialist - Float

Umpqua Bank Client Service Specialist (Teller)

At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

As the first point of contact for most clients, the Client Service Specialists (Teller) play a key role in delivering on the banks Breakthrough Client Service Standards. With guidance from the Float Manager, various Branch Managers and Assistant Branch Managers, the CSS-Float roles primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Umpqua Bank procedures and banking regulations.

The CSS-Float role is also responsible for traveling within a geographic area to cover branches that need staffing support.

• Always performs teller transactions and cash handling functions for clients with accuracy and confidentiality. Examples include deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing cash drawer, etc.
• Accurately performs and supports daily tasks that maintain the integrity of the branch. Examples include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc.
• Mitigate risk by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.
• Interacts with external and internal clients, anticipates needs, and consistently provides proactive solutions and problem resolutions in alignment with the banks Breakthrough Client Service Standards.
• Continuously deepens knowledge of Umpqua Banks product and service offerings and stays current on changes.
• Discuss and uncover customers financial needs to identify and offer appropriate products and services.
• Display curiosity in order to identify fraudulent activity.
• Read, understand, and follow all relevant operational procedures.
• Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.
• Provides an extraordinary client experience during face to face, phone, and electronic interactions.

• High School Diploma or GED, required.
• 1 year of previous banking or customer service experience, preferred.
• Bilingual preferred.
• Ability to learn and comply with all Bank policies, procedures, and systems.
• Demonstrates exceptional attention to detail and accuracy with written numbers, words, and verbal and written instructions.
• Consistently demonstrates ability and willingness to builds relationships with clients and other bank associates.
• Ability to think critically and provide appropriate solutions.
• Requires reading, writing and basic math skills.
• Ability to lift up to 25 pounds.
• Ability to stand for extended periods of time.

• Professional Development :
  Grow your skills with our tailored premier banker programs.
• Career Growth :
  Clear paths to achieve your professional goals.

Ability to work fully onsite at posted location.

13500 SW Pacific Highway 86

Tigard, OR 97223

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 to $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. The role may be eligible for performance-based incentive…