Commercial Banking Specialist
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:
This position works closely with Relationship Managers to attain team/department established goals. Provides exceptional customer service along with operational soundness and active in generating revenue for the team/department.
- Learning the entire loan origination to loan disbursement process while maintaining high quality client service
- Dedicated support to Relationship Managers for inquiries and/or research needed to enhance, develop and maintain customer relationships.
- Maintains high quality customer service while providing assistance for clients on all bank services
- Assists in providing proactive solutions and problem resolution for clients and peers.
- Learning to identify potential referral opportunities and refers all relevant bank and investment needs to Relationship Manager to assist client reaching financial objectives.
- Working knowledge and utilization of loan origination software as well as bank core systems
- Learning all loan documents
- Regularly reviews and maintains loan reports and requests updates of financial information for loan renewals and new loan requests.
- Interacts with internal departments
- Other duties as assigned
About You:
- Associate’s or Bachelor’s degree preferred
- Prior experience in financial institution or other relevant experience.
- High level of accountability and responsibility for achieving both personal and bank established goals
- Ability to effectively prioritize and manage time
- Knowledge and servicing of products and services.
- Developing a full understanding of cross sell opportunities across the bank
- Ability to present oneself in a professional manner
- Excellent oral and written communication, interpersonal and client services skills
- Ability to work within a team culture in a constantly changing business environment
- Self-starter and willing to accept additional responsibilities as the opportunities arise
- Basic knowledge computer knowledge including, but not limited to in Microsoft Office Suite and any banking software used in the department
- Provide customer focused service
- Basic understanding of commercial banking
- Overall knowledge of bank operations
- Building knowledge, skills and experience in all functions required as a Support Specialist
- Developing knowledge of how to process loans
- Attention to detail
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $22.03 – $33.05 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.