Client Service Specialist Position Available In Albany, New York

Job Listing ID:

4297910

Job Title:

Client Service Specialist Application Deadline:

Open Until Filled

Job Location:

Albany

Date Posted:

06/24/2025

Hours Worked Per Week:

Not Provided Shift:

Not Provided Duration of Job:

Either Full or Part Time, more than 6 months You may contact this employer directly.
(Obtain the contact information to print or add to your jobs.)

Job Summary:

Client Service Specialist Retail Banking Group Albany,Oregon Description About Us:

At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better. About the

Role:

As the first point of contact for most clients, the Client Service Specialist(Teller)play a key role in delivering on the bank’s Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager, the CSS role’s primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Umpqua Bank procedures and banking regulations. The CSS role is also responsible for maintaining and enhancing client relationships through meaningful conversations that uncover client needs and identify opportunities to provide additional bank products and services. Performstellertransactions and cash handling functions for clients with accuracy and confidentiality at all times. Examples include deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing cash drawer, etc. Accurately performs and supports daily tasks that maintain the integrity of the branch. Examplesincludeappropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail,balancing credit card machine, updating lobby rate sheets and brochures, etc. Mitigate risk by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds. Interacts with external and internal clients, anticipates needs, and consistently provides proactive solutions in alignment with the bank’s Breakthrough Client Service Standards. Continuously deepens knowledge of Umpqua Bank’s product and service offerings and stays current on changes. Discuss and uncover customer’s financial needs to identify and offer appropriate products and services. Display curiosity in order to Identify fraudulent activity. Read,understand,and follow all relevant operational procedures. Supports referral goals for branch by focusing and identifying and referring basicbank products to the appropriate business partner. Provides an extraordinary client experience during face to face, phone, and electronic interactions. Provides basic guidance to less experienced Client Service Specialists when needed and may back up some duties of the Personal Banker desk.

About You:

High School Diploma or GED, required. 2yearsofprevious banking or customer service experience, preferred. Bilingual preferred. Displays ability to learn and develop skills to identify proactive relationship building opportunities. (such as outbound telephone calls to clients.) Ability to learn and comply with all Bank policies, procedures, and systems. Demonstrates exceptional attention to detail and accuracy with written numbers, words, and verbal and written instructions. Consistently demonstrates ability and willingness to builds re…

Job Classification:

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Salary:

Not Provided Job Requirements

Experience Required:

 See Job Summary

Education Required:

None

Minimum Age:

N/A Gender:

N/A