Personal Banker I
Umpqua Bank
- Lake Oswego, OR
- Permanent
- Full-time
- 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.
- High school diploma or equivalent
- Knowledge of products and services offered.
- Ability to follow Standard Operating Procedures
- Cash handling, balancing, and calculating skills.
- Ability to complete multiple and varying customer requests in a timely fashion.
- Supports the branch goal of identifying and referring a range of bank products and services to the appropriate business partners.
- Focused on learning to expand 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)
- Ability to become NMLS certified.
- Prior Client Service Specialist or banking experience.
- Bilingual, preferred.