Digital Client Advisor - Portland

Umpqua Bank Portland , OR 97228

Posted 3 weeks ago

As a Digital Client Advisor, you will help clients achieve financial well-being through deep, meaningful customer relationships and a thoughtful understanding of the full spectrum of banking services to offer the best and most appropriate sales and service support through digital communication, including chat, voice and video. This includes, but is not limited to, processing transactions, placing customers in appropriate account and loan products, cross-selling other bank services and referring customers to other departments as appropriate. You will be responsible for analyzing, presenting and promoting the digital channels to external and internal customers and partners. To succeed, you'll need to be a constant learner and evaluate all aspects of their position and the processes used for improvement and simplification.


  • Prepare a strategic personalized financial approach to develop and expand each client relationship through advisory conversations to differentiate Umpqua's customer experience as personalized banking for all anytime, anywhere.

  • Develop materials and tools, and contribute to overall improvement of bank processes as they relate to the digital channel.

  • Responsible for independently completing daily logs, tracking data and managing client book of business.

  • Lead clear conversations concerning learnings and experiences, and make appropriate recommendations to professional partners.

  • Drive financial conversations with clients and prospects to determine needs, provide appropriate solutions, and complete the opening or processing of bank products and transactions including; transfers, stop payments, loan payments, consumer checking and savings, business lines of credit, VISA merchant services and much more.

  • Identify referral opportunities to ensure full client relationships and add value catered to individual clients.

  • Maintain and build relationships through proactive outreach, occasionally through non-financial conversation in a personal and welcoming way.

  • Responsible for collaborating with small or large groups, both in person and digitally.

  • 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.


  • High school diploma/GED required. Associate, vocational or technical degree preferred.

  • 3-5 years of banking and lending experience, and a track record of outstanding customer service. Experience in digital delivery of customer sales and service is a plus.

  • Knowledge of bank policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that may apply to your position.

  • Possess a strong understanding of modern technology, mobile applications and computer skills. Typing skills at or above 50wpm with high accuracy required.

  • Demonstrate learnings, clearly articulate experiences and make appropriate recommendations to professional partners and management.

Registered Mortgage Loan Originator (MLO)

This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements.

  • This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited in acting as a Bank MLO for open-ended transactions (i.e., home equity lines of credit) only.

Physical Requirements and Working Conditions

Work involves:

  • Standing

  • occasional walking

  • lifting up to 10 pounds

  • Occasional travel.

No relocation 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.

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Digital Client Advisor - Portland

Umpqua Bank