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Umpqua BankPosted 3 weeks ago

Relationship Banker

$41,600–$49,920 year

On-siteEllensburg, Washington, United States

Full TimeHigh School Or EquivalentLarge

Job Summary

Conduct financial reviews and business financial reviews to uncover client needs and deliver customized solutions for achieving financial goals. Originate consumer loans and small business loans while actively building and maintaining a loan and deposit portfolio. Perform proactive outbound phone calls and business development meetings to develop a pipeline of prospects from in-branch and external activities. Independently support and resolve client issues with digital products and services, including online banking platforms and bill pay. Maintain direct contact with external and internal clients to deliver outstanding service aligned with Breakthrough Client Service Standards. Engage in community events and volunteerism to support the local area.

Required Qualifications

  • High School Diploma or GED
  • 2 years of banking and/or demonstrated sales experience
  • 2 years developing current and new client relationships, achieving sales goals, and building referral sources in banking or retail environment
  • client Service and cash handling experience
  • 2 years in a lending function with loan origination and processing functions
  • In-depth knowledge of Consumer and Business products and services
  • Demonstrated proficiency in consumer and business lending
  • Demonstrated proficiency in consumer lending and basic business lending skills
  • Ability to understand cash flow, financial statements, and market risk
  • Ability to understand and demonstrate desire and ability to build upon technology skills in various delivery channels, including online banking platforms, Bill Pay, E-Statements, mobile banking, ATM, and business banking applications
  • Ability to act as a Bank MLO (mortgage loan originator) for open-end transactions
  • Ability to register as an MLO complying with the SAFE Act requirements
  • Ability to work fully onsite at posted location(s)

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