Personal Banker 1
$20 to $26 Hour*
Full-Time, 40 Hours + Benefits
The Personal 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.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities –
knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation
E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become "The World's Greatest Bank."
May perform other duties 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 base wages and comprehensive benefits. The pay range for this role is $20.00 -$26.00, 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 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: careers@umpquabank.com
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.
* Compensation includes base wage plus a quarterly reward for exceptional team performance.
Job updated 7/23/2024
Hiring Manager
Rob Wotton, MBA
Vice President
425-466-7857