Home
/
Comprehensive
/
Personal Banker II
Personal Banker II-March 2024
Seattle
Mar 29, 2026
About Personal Banker II

  Personal Banker II

  Retail Banking Group

  Seattle,Washington

  Description

  About Us:

  Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.

  We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

  About the Role:

  The Personal Banker is responsible for delivering an exceptional customer experience. They will build new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the customer to the appropriate business partners within the Bank when needed.

  Provide excellent customer service by providing immediate acknowledgement, identifying, and offering products and services, and responding to inquiries in a timely manner.

  Develop relationships by consulting with customers.

  Deliver and package detailed clerical support for deposit and consumer loan accounts, business accounts, collections and wires, safe deposit contracts, and pay and receive transactions.

  Back up Client Service Specialists.

  Stay current and demonstrate knowledge on products and procedures.

  Resolve customer issues and requests.

  Demonstrate proficiency with basic business, consumer, and trust entities.

  Learning consumer lending.

  Begin to mentor other team members about products, services, and business partners.

  Beginning to back up the Assistant Manager with operational duties and tasks.

  Other responsibilities as assigned.

  About You:

  High school diploma or equivalent.

  One year of customer service and/or personal banking experience.

  Knowledge of products and services offered and referrals to business partners.

  Ability to follow Standard Operating Procedures.

  Cash handling, balancing, and calculating skills.

  Ability to complete multiple and varying customer requests in a timely fashion.

  Support the branch goal of identifying and referring a wide range of bank products and services to the appropriate business partners.

  Proficient in expanding the customer relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.

  Familiar with state laws regarding products and services (look at specific training tracks).

  Working towards NMLS certification.

  In-depth knowledge of consumer loan products.

  Developing consumer lending skills.

  Bilingual, preferred.

  NMLS Certification, preferred.

  Work Style:

  Umpqua Bank offers a Flexible Workplace Program and this opportunity comes with the Full Office work style which is working in office from a designated company location five days weekly.

  Our Benefits:

  We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $20.63-$30.94, 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.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Pharmacy Technician
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
Senior Member of Technical Staff (JoinOCI-SDE)
Job Description We are seeking a strong engineer to join our team which is focused on building and maintaining a scalable software control platform for Compute Infrastructure. Major focus areas of so
Phlebotomist
Description Want to Expand your career-development potential, your ability to help donors and patients, and your access to professional opportunities? We’re growing fast. [You can, too!] There are so
Intermediate Compliance Specialist (Hybrid Work Option)
36718BR Requisition ID: 36718BR Business Unit: COR Job Description: CDM Smith is seeking an Intermediate Compliance Specialist to join our Corporate Compliance Team. This individual performs basic to
L2 Customer Technical Support Analyst - MICROS - Simphony/Ebusiness
Job Description L2 Customer Technical Support Analyst - MICROS - Simphony/Ebusiness Location: Orlando, FL or Columbia, MD highly preferred No visa sponsorship is available for this position. As a mem
Dispatcher
Dispatcher Location19 Natalie Way Plymouth, Massachusetts 02360 USPhone NumberCategoriesOperation SupportReq IDJR1372 Dispatcher (Open) First for a reasonFirst Student is the largest school transport
Hotel Laundry Attendant
Req ID: 431582 Address: 7101 W. Sundust Rd Chandler, AZ, 85226 Welcome to Love’s! * * Where People are the Heart of Our Success * * Hotel Laundry Attendant Laundry Attendants are expected to maintain
Health Technician (Dietetic)
Summary The Dayton Veterans Affairs Medical Center (VAMC) is recruiting for a Health Technician. The Health Technician will function with in Nutrition and Food Services. The primary purpose of the po
Creative Lead / Designer II
Company Summary DISH, an EchoStar Company, is a Fortune 250 that is reimagining the future of connectivity. For over 40 years, we’ve been challenging the status quo and evolving our company to antici
Water / Wastewater Engineering Manager 6 - US Hybrid
Water / Wastewater Engineering Manager 6 - US Hybrid Date: Jan 23, 2024 Location: US Company: Black & Veatch Family of Companies Together, we own our company, our future, and our shared success.
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved