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Client Service Specialist - Float

DescriptionAbout 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:In this role, you will work on assignments that are routine in nature where limited judgment is required within a geographic area, but not limited to one facility.• Process a variety of routine financial transactions including check cashing, withdrawals, deposits, and loan payments.• Balance cash drawer, counting currency and coin accurately.• Assist customers in determining the types of account that will meet their financial needs.• Open and process all types of deposit and loan accounts including complex retail products such as consumer loans, VISA merchant accounts, and small business loans.• Cross-sell other bank services and refers customers to other departments as appropriate.• Answer questions and/or resolves complex technical problems on customer accounts.• Provide exceptional customer service.• Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.• Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position.About You:• Cash handling experience.• Strong attention to detail and the ability to multi-task effectively.• Ability to understand and follow directions.• Ability to organize and prioritize work.• Proficient use of Microsoft Word and Excel software applications and ability to operate a variety of office equipment.• Ability to maintain confidentiality, use tact and diplomacy; maintains professional dress and demeanor.• Demonstrated sales skills.• Valid drivers' license.• Completion of high school, vocational training, or equivalent.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 $18.00 to $22.48, 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: [email protected].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.

Average salary estimate

$40450 / YEARLY (est.)
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$36000K
$44900K

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What You Should Know About Client Service Specialist - Float, Umpqua Bank

If you’re looking to jumpstart your career in banking, Umpqua Bank has an incredible opportunity for you with our Client Service Specialist - Float position in Colusa, CA! Imagine being part of a team that prioritizes exceptional customer service while also growing your professional skills. In this role, you’ll engage with customers, assisting them with everyday banking transactions like check cashing, deposits, and loan payments. You’ll also have the chance to educate customers about account options that best fit their needs, ensuring they get the most out of Umpqua's services. Your day-to-day will involve balancing your cash drawer accurately, maintaining compliance with banking regulations, and cross-selling other banking products. If you have a knack for cash handling, superior attention to detail, and a friendly demeanor, you'll fit right in! Be prepared to multitask and prioritize – this role is dynamic, and every day offers something new. Not to mention, Umpqua Bank prides itself on fostering a culture of Trust, Empathy, and Teamwork, making it a great place to grow your career. Plus, our comprehensive benefits package and competitive pay mean you’ll have the support you need to thrive both personally and professionally. Ready to take your first step with us? We'd love to hear from you!

Frequently Asked Questions (FAQs) for Client Service Specialist - Float Role at Umpqua Bank
What are the key responsibilities of a Client Service Specialist - Float at Umpqua Bank?

As a Client Service Specialist - Float at Umpqua Bank, your primary responsibilities will include processing various financial transactions such as check cashing, deposits, and loan payments. You will assist customers in selecting the best account options for their financial needs, open and process deposit and loan accounts, and provide exceptional service while cross-selling other bank services. Additionally, maintaining compliance with banking regulations and resolving customer inquiries will be crucial aspects of your role.

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What qualifications do I need to apply for the Client Service Specialist - Float position at Umpqua Bank?

To be considered for the Client Service Specialist - Float role at Umpqua Bank, candidates should have cash handling experience and a strong attention to detail. A high school diploma or equivalent is necessary, along with proficiency in Microsoft Word and Excel. Additionally, demonstrated sales skills and the ability to follow directions effectively are important. A valid driver’s license is also required for this position.

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What type of work environment can I expect as a Client Service Specialist - Float at Umpqua Bank?

The work environment for a Client Service Specialist - Float at Umpqua Bank is fully onsite, ensuring you can effectively engage with customers and collaborate with team members. You will be part of a dynamic environment where multitasking is essential, and every day brings unique challenges and opportunities to help customers. Umpqua Bank promotes a culture of teamwork and support, making it an inspiring place to work.

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How does Umpqua Bank support the professional growth of Client Service Specialists - Float?

Umpqua Bank is committed to the professional growth of its Client Service Specialists - Float through a range of training and development initiatives. You will have access to resources and programs designed to enhance your skills, along with mentorship opportunities. The bank encourages continuous learning and supports employees in pursuing career advancement within the organization, allowing you to grow in your role and beyond.

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What benefits does Umpqua Bank offer to Client Service Specialists - Float?

Umpqua Bank offers a competitive total rewards package for its Client Service Specialists - Float, including comprehensive healthcare coverage, a 401(k) plan with employer match, life and disability insurance, and tuition assistance, among other benefits. Additionally, associates enjoy paid vacation, sick days, and holidays, along with access to mental health resources and various discounts. Benefit eligibility starts on the first day of the month following your hire.

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Common Interview Questions for Client Service Specialist - Float
Can you describe your experience with cash handling as a Client Service Specialist?

When answering this question, highlight your specific experiences with cash handling, including the types of transactions you managed and how you ensured accuracy. Discuss your process for balancing cash drawers and any systems you used to track transactions effectively.

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How do you prioritize tasks when faced with multiple customer requests?

Describe your approach to prioritizing tasks based on urgency and customer needs. Share specific techniques you use, such as creating to-do lists or assessing the complexity of each request to determine which tasks require immediate attention.

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What strategies do you use to provide exceptional customer service?

Emphasize your commitment to understanding customer needs and going the extra mile to assist them. You can discuss techniques such as active listening, empathy in your communication, and being knowledgeable about banking products to offer relevant solutions.

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How do you approach learning and adhering to banking regulations?

Detail your systems for staying informed about regulations, including reading updates, attending training, and following company protocols. Share any experiences where your knowledge of regulations helped you resolve customer issues or maintain compliance.

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How would you handle a difficult customer situation?

Illustrate your problem-solving skills by recounting a specific incident where you successfully diffused a tense situation. Focus on your communication style, the steps you took to address the customer's concerns, and the outcome.

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What methods do you use to cross-sell bank services effectively?

Discuss your approach to identifying customer needs and recommending other bank services. Share how you ensure that your suggestions align with the customer’s financial goals and how you provide value in your recommendations.

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How do you keep yourself organized in a busy banking environment?

Share your organizational methods, such as using timers, prioritizing workload, or utilizing technology like apps to help you keep tasks on track. Give an example of a busy day where your organization made a difference.

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Can you provide an example of how you worked as part of a team to achieve a goal?

Choose a specific example that highlights your teamwork capabilities. Discuss your role in the project and how collaboration led to a successful outcome. Emphasize the importance of communication and support within a team.

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What is your experience with Microsoft Office applications relevant to this role?

Discuss your proficiency with Microsoft Office, particularly Word and Excel. Provide examples of tasks you’ve completed using these applications, such as creating reports, managing financial data, or any relevant projects.

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Why do you want to work as a Client Service Specialist at Umpqua Bank?

Be genuine about your interest in the role, emphasizing Umpqua Bank's commitment to customer service and community engagement. Discuss how your values align with the bank’s mission and how you see yourself contributing positively.

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Umpqua Bank is a publicly traded financial holdings company, headquartered in the Pacific Northwest with 6,000+ employees, which offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, foll...

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Full-time, on-site
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December 3, 2024

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