Job Description

Umpqua Bank Relationship Banker in San Francisco, California

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 Relationship Banker helps clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs to offer the best and most appropriate personal and business financial products and services. The Relationship Banker also provides sales and service support to the Retail Store team. They will provide product solutions through ethical business practices and act in the best interest of our clients.

Responsibilities include:

1. Build, develop and deepen customer relationships through active market profiling and needs-based questioning to identify deposit, credit, and investment solutions.
2. Educate customers on alternative channels that provide value and refer to appropriate lines of business.
3. Establish preset appointments, deliver quality Financial Wellness Review conversations, identify needs, make recommendations, and follow up.
4. Assist customers with financial growth through advice and education on alternative channels.
5. Develop strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues, and other line of business partners.
6. Originate simple to complex consumer lending inside the Store.
7. Originate limited Small Business loans and provide cash management solutions.
8. Cross-sell other bank services and refer customers to other departments as appropriate.
9. Demonstrate compliance with all bank regulations and maintain knowledge of relevant policies and procedures.

About You:

High school diploma or GED required.

2-4 years of banking and/or demonstrated sales experience.

Less than 2 years of experience in developing customer relationships, achieving sales goals, and building referral sources in a banking or retail environment.

Less than 2 years of experience in a lending function with loan origination and processing functions, or equivalent training.

Foundational knowledge of sales and service techniques with consumers and small businesses.

Must have access to reliable transportation for travel outside of the branches.

This position requires you to act as a Bank MLO, complying with the SAFE Act requirements.

Workstyle: Fully onsite.

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $21.00 to $26.00, and the pay rate for the selected candidate is dependent upon various factors including job-related knowledge, skills, experience, education, and geographic location.

Benefits include healthcare coverage, a 401(k) retirement savings plan, an employee assistance program, life and disability insurance, tuition assistance, and paid time off.

Our Commitment to Diversity:

Umpqua Bank is an equal opportunity and affirmative action employer committed to employing a diverse workforce. All qualified applicants will receive consideration for employment without regard to protected status or characteristics.

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