Commercial Banking Specialist
Umpqua Bank
- Salem, OR
- Permanent
- Full-time
- Learning the entire loan origination to loan disbursement process while maintaining high quality client service
- Dedicated support to Relationship Managers for inquiries and/or research needed to enhance, develop and maintain customer relationships.
- Maintains high quality customer service while providing assistance for clients on all bank services
- Assists in providing proactive solutions and problem resolution for clients and peers.
- Learning to identify potential referral opportunities and refers all relevant bank and investment needs to Relationship Manager to assist client reaching financial objectives.
- Working knowledge and utilization of loan origination software as well as bank core systems
- Learning all loan documents
- Regularly reviews and maintains loan reports and requests updates of financial information for loan renewals and new loan requests.
- Interacts with internal departments
- Other duties as assigned
- Associate's or Bachelor's degree preferred
- Prior experience in financial institution or other relevant experience.
- High level of accountability and responsibility for achieving both personal and bank established goals
- Ability to effectively prioritize and manage time
- Knowledge and servicing of products and services.
- Developing a full understanding of cross sell opportunities across the bank
- Ability to present oneself in a professional manner
- Excellent oral and written communication, interpersonal and client services skills
- Ability to work within a team culture in a constantly changing business environment
- Self-starter and willing to accept additional responsibilities as the opportunities arise
- Basic knowledge computer knowledge including, but not limited to in Microsoft Office Suite and any banking software used in the department
- Provide customer focused service
- Basic understanding of commercial banking
- Overall knowledge of bank operations
- Building knowledge, skills and experience in all functions required as a Support Specialist
- Developing knowledge of how to process loans
- Attention to detail