Customer Experience Associate

Umpqua Bank Klamath Falls , OR 97601

Posted 3 weeks ago

  • LI-DNP

In this role, you will be responsible for building, maintaining, and deepening relationships with consumer and business customers by providing exceptional customer service and recommending appropriate customer solutions through use of the ACE model. This includes, but is not limited to, processing transactions, placing customers in appropriate account products, cross-selling other bank services and referring customers to other departments as appropriate.

Functions

  • Accept and accurately process a variety of financial transactions for customers, including typical consumer and business transactions i.e., cashing checks and processing checking and savings account withdrawals and balancing duties, etc. while seeking opportunities to develop customer relationships and identify sales opportunities; utilizing basic sales techniques to deepen existing customer/prospect relationships, i.e., new accounts and products that properly fit the need of the consumer or business customer.

  • Accept and accurately process all financial transactions.

  • Maintain responsibility for cash drawer and follows proper balancing procedures.

  • Review and maintain knowledge of products, fees and policies and stays current on offerings for product suggestions for consumer and small business lines of banking.

  • Open and process moderate to complex consumer and simple small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.

  • Listen to the customer's financial needs and cross-sell other bank services and refer customers to other departments as appropriate, to support the customer's financial growth.

  • 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.

Qualification

  • Requires a high school diploma, vocational training, or equivalent and customer service skills.

  • Previous banking and/or demonstrated sales experience.

  • Ability to maintain and balance a cash drawer.

  • Knowledge of bank operating procedures, practices and policies.

  • Consumer lending origination experience preferred.

Physical Requirements and Working Conditions

Work involves:

  • Extended periods of standing

  • occasional walking

  • lifting up to 10 pounds.

  • Limited travel

No relocation is offered.

About Us

We do things a little differently here at Umpqua. Our retail stores serve as community hubs, our associates are given up to 40 hours of volunteer time each year, and we're never satisfied with the status quo. It's no wonder we've made "Fortune's 100 Best Companies to Work For" eight years in a row. But greatness has no finish line, so we continue every day to keep people at the center of everything we do. We focus on building relationships, understanding our customers' needs and connecting to people in new and innovative ways -- always staying true to our mission of providing personalized banking for all people, whenever and however they prefer to bank.

Umpqua Bank is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.

  • LI-DNP
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Customer Experience Associate

Umpqua Bank