Commercial Client Services Specialist

Description

About Us:

Umpqua Bank is a publicly traded financial holdings company which offers banking, lending, and wealth management services to our personal, business, and commercial customers. Headquartered in Lake Oswego, Oregon with 4,000+ employees and operations across Oregon, Washington, California, Idaho, Arizona, Colorado, and Nevada. It’s an especially exciting time to join our team as, upon the completion of the merger with Columbia Bank, we grow to become a leading western regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.

About the Role:

In this role, you will administer, act as the point of contact for the relationship managers and business partners to keep them apprised and provide primary client relationship, direction and customer service support for corporate and commercial deposit clients. Provide high level of client service for all products and services, to include fielding client requests, via phone, email and other communication channels; subject matter expert for Treasury Management products. Lead the work process, procedures, and workflow to ensure team is performing effectively and efficiently and make decisions on behalf of the team in partnership and support of the CCS Operations Managers. Communicate change in processes and procedures and assist team in adapting them efficiently.

Mentor, coach, and train new and existing CCS Specialist when needed. May participate in the hiring of new staff.

• Answer incoming calls from Treasury Management customers and internal staff delivering exceptional service that exceeds the caller’s expectations. Handle calls with professionalism, demonstrating a sense of ownership, with a goal of one call resolution achieving established service standards.
• Responsible for acting as Commercial Banking's primary customer contact for the servicing of all clients; receives guidance from Sr. CCS Representative to approach complex issues.
• Responsible for responding to a variety of banking questions and providing guidance with account implementation, funds transfer/stop payment requests and transaction posting problems and error resolution.
• Respond to a wide range of deposit and Treasury Management client questions and resolve issues timely and effectively; escalates more complex issues to Sr. CCS Representative when needed.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• 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
• Responsible for communication with Relationship Managers, provide updates of client matters, make recommendations and ensure that issues needing immediate attention are resolved in a timely manner.

About You:

• Proficient knowledge of Commercial banking products and services, operations and procedures and applicable laws and regulations.
• Bachelor's Degree in Business, Finance or related field
• 2-4 years banking experience, new accounts, lending loan processing or documentation and customer service.
• Knowledge of general business acumen and practices related to analysis, accounting and financial procedures including market and interest rate impact.
• Strong technical skills including Windows Office Suite, spreadsheets and industry specific software.
• Possess excellent written and verbal communication skills. Ability to effectively communicate with professionals at all levels of business.
• H.S. Diploma/GED
• Demonstrate strong customer service, interpersonal and organization skills with ability to multi-task, handle complex issues and use good judgement in decision making.
• Demonstrated knowledge of bank payment systems, account operations, banking services and exposure to complex business entities.

Our Benefits:

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $21.90-$33.82, 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: [email protected]

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.