Customer Solutions Associate – Teller

JOB PURPOSE

Provides an exceptional customer experience in stores while processing a wide variety of transactions. Identifies and refers customer relationship-expansion opportunities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Handles a wide variety of transactions on multiple systems in a timely manner with a high degree of accuracy.
• Utilizes basic sales techniques to deepen existing customer/prospect relationships, often while processing customer transactions. For example, may discuss new Umpqua products that properly fit the needs of the consumer or business customer while cashing the customer’s check.
• Maintains responsibility for cash drawer and follows proper balancing procedures.
• Provides excellent customer service by providing answers and assistance for customers’ questions and concerns.
• Cross-sells other bank services and refers customers to other departments as appropriate.
• Reviews and maintains knowledge of products, fees and policies and stays current on offerings and is able to make product suggestions with assistance.
• May open and process simple consumer deposit accounts.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities — knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank’s written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
• Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become “The World’s Greatest Bank.”
• May perform other duties as assigned.

SUPERVISORY RESPONSIBILITIES None.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

• Requires a high school diploma, GED, vocational training or equivalent.
• Previous banking or sales experience preferred
• Strong attention to detail and the ability to multi-task effectively.
• Ability to understand and follow directions.
• Ability to organize and prioritize work.
• Proficient use of Microsoft Word and Excel software applications and ability to operate a variety of office equipment.
• Ability to maintain confidentiality, use tact and diplomacy; maintains professional dress and demeanor.
• Requires reading, writing and basic arithmetic skills.

PHYSICAL AND ENVIRONMENTAL DEMANDS

• Ability to work store hours to include weekends and occasional evenings.
• Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
• Exposed to potential hazard of robbery – receives detailed instruction to minimize risk.
• Limited travel.

Umpqua Bank is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.

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