Umpqua Bank Personal Banker II in Templeton, California
Position: Personal Banker II
Department: Retail Banking Group
Location: Templeton, 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. 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.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. We are eager to meet candidates who demonstrate behaviors that align with our core values: Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.
About the Role:
The Personal Banker is responsible for delivering an exceptional customer experience by building and expanding relationships with clients, offering appropriate products and services, and referring customers to the appropriate business partners within the Bank when needed.
- Provide excellent customer service by acknowledging inquiries and responding in a timely manner.
- Develop relationships by consulting with customers.
- Deliver and package clerical support for deposit and consumer loan accounts, business accounts, collections, wires, and safe deposit contracts.
- 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.
- Begin to mentor other team members about products, services, and business partners.
- Assist the Assistant Manager with operational duties.
- 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 customer requests in a timely fashion.
- Support the branch goal of identifying and referring a wide range of bank products and services.
- Proficient in expanding customer relationships with emphasis on creating new relationships.
- Familiar with state laws regarding products and services.
- Working towards NMLS certification.
- In-depth knowledge of consumer loan products.
- NMLS Certification, preferred.
Workstyle: Fully onsite.
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 to $24.00, dependent upon job-related knowledge, skills, experience, education, and geographic location. The role may be eligible for performance-based incentive compensation.
We offer eligible associates comprehensive healthcare coverage, a 401(k)-retirement savings plan with employer match, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, and more. Benefit eligibility begins the first day of the month following the date of hire for associates who 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.
If you require an accommodation to complete the application or interview, 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 will not be responsible for any fees related to unsolicited resume submissions.
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