Client Service Specialist jobs in Washington

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Client Service Specialist
  • Umpqua Bank
  • Olympia, WA FULL_TIME
  • About Us:

    Umpqua Bank is a publicly traded financial holdings company, headquartered in the Pacific Northwest with 6,000 employees, which 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 processes a variety of customer account transactions quickly, accurately, and confidentially. A Level I client service specialist provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services.

    • Performs cash handling functions (deposits, withdrawals, cash advances, payments, transfers, check cashing, etc.).
    • Balancing cash drawer and Client Service Specialist transactions.
    • Learning basic knowledge of new and existing products and services.
    • Discuss and access customer’s financial needs to identify and offer appropriate products and services.
    • Secure against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.
    • Identify fraudulent activity.
    • Read, understand and follow all relevant SOP’s.
    • Perform and support daily tasks that maintain the integrity of the branch (balance ATM, process night drop, balance negotiable instruments, process returned mail, balance credit card machine, monitor lobby rate sheets and brochures).
    • Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.
    • Provides an extraordinary customer experience.
    • Other tasks as assigned.

    About You

    • High School Diploma or GED.
    • Some experience in customer service preferred.
    • Bilingual preferred.
    • Ability to work in a fast-paced, cash handling environment.
    • Maintain a professional demeanor at all times.
    • Strong organizational and time management skills.
    • Ability to work effectively as part of a team.
    • Ability to pass Client Service Specialist training programs.
    • Builds relationships with customers and internal teammates.
    • Ability to perform repetitive finger, hand, and arm movements.
    • Ability to think critically and provide appropriate solutions.

    Our Benefits:

    We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 - $21.63 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: careers@umpquabank.com

    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.

  • 2 Days Ago

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Client Service Specialist
  • Mercer Global Advisors Inc.
  • Bellevue, WA FULL_TIME
  • Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth lev...
  • 2 Days Ago

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Client Service Specialist - Float
  • Umpqua Bank
  • Washington, WA FULL_TIME
  • 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 joi...
  • 2 Days Ago

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Client Service Specialist
  • Mercer Advisors
  • Bellevue, WA FULL_TIME
  • Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth lev...
  • 3 Days Ago

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Client service specialist
  • Umpqua Bank
  • Auburn, WA FULL_TIME
  • About the Role This position processes a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our...
  • 6 Days Ago

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Client Service Specialist I
  • Umpqua Bank
  • Washington, WA FULL_TIME
  • 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 joi...
  • 6 Days Ago

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Client Service Specialist
  • COGENCY GLOBAL INC.
  • Albany, NY
  • Job Description Job Description Client Service Specialist Albany, NY Full Time M-F 9:30 AM – 5:30 PM Summary: We are loo...
  • 6/11/2024 12:00:00 AM

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Client Services Specialist
  • Lucas James Talent Partners
  • Dallas, TX
  • Client Service Specialist The Client Service Specialist (CSS) thrives on identifying and solving customer problems, ensu...
  • 6/10/2024 12:00:00 AM

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Client Services Specialist
  • CBRE
  • Seattle, WA
  • Client Services Specialist Job ID 155107 Posted 14-Feb-2024 Service line Advisory Segment Role type Full-time Areas of I...
  • 6/10/2024 12:00:00 AM

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Client Services Specialist
  • The Columbia Safety & Supply Family of Companies
  • Coppell, TX
  • Client Services Specialist Department: Client Services Employment Type: Full Time Location: Coppell, Texas Description T...
  • 6/10/2024 12:00:00 AM

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Client Service Specialist
  • Umpqua Bank
  • Issaquah, WA
  • Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking ser...
  • 6/9/2024 12:00:00 AM

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Client Service Specialist
  • Cramer Management LLC
  • Horsham, PA
  • Job Description Job Description Independent Branch Client Service Specialist --Horsham, PA Independent Branches, led by ...
  • 6/8/2024 12:00:00 AM

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Client Service Specialist
  • ADP
  • Louisville, KY
  • At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do...
  • 5/30/2024 12:00:00 AM

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Client Service Specialist
  • ADP
  • El Paso, TX
  • At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do...
  • 5/24/2024 12:00:00 AM

Washington (/ˈwɒʃɪŋtən/), officially the State of Washington, is a state in the Pacific Northwest region of the United States. Washington is the northwestern-most state of the contiguous United States. It borders Idaho to the east, bounded mostly by the meridian running north from the confluence of the Snake River and Clearwater River (about 116°57' west), except for the southernmost section where the border follows the Snake River. Oregon is to the south, with the Columbia River forming the western part and the 46th parallel forming the eastern part of the Oregon-Washington border. To the wes...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Client Service Specialist jobs
$48,260 to $59,188

Client Service Specialist
Develop relationships with new potential clients and existing clients through the phone, using a professional, friendly, and courteous manner.
May 09, 2023
Manage, nurture and develop client relationships, effectively resolve client concerns and provide pro-active client support.
February 11, 2023
Client Service Specialist in New Brighton, MN
Acts as liaison between external and internal customers so as to facilitate and maintain an efficient exchange of information regarding customer issues.
December 23, 2022