Umpqua Bank Universal Associate (Experienced Personal Banker)- McKinleyville - (SS25012) in McKinleyville, California

Universal Associate (Experienced Personal Banker)- McKinleyville - (SS25012)

Job Requisition ID: SS25012

Job Title: Universal Associate (Experienced Personal Banker)- McKinleyville

Job Type: Full-Time

Location: McKinleyville, CA

Job Description:

Involved. Innovative. Enthusiastic. These are just a few words that describe the Umpqua universal associate.

You believe customer service begins with exceeding (not simply meeting) customer expectations. You have a knack for picking up on the little clues that allow you to fulfill the customer’s needs before they realize they even have the need. You truly love your community and believe that being a community banker does not stop at the front door of your bank. You’re always getting compliments on the thoughtful, unexpected ways you celebrate and recognize others. You embrace change as an essential function of growth and the opportunity to learn excites you. You seek out opportunities to improve everything you touch.

As you can see, we’re not your average bank and we are not looking for average personal bankers.

What you’ll do

  • Deliver personalized customer service and the type of genuine care expected from your neighbor.

  • Tackle a variety of financial transactions ranging from check cashing to cash depositing to loan payments to counting currency and coin accurately.

  • Hold financial conversations with clients and prospects to determine needs and provide appropriate solutions

  • Establish a variety of products including; consumer checking and savings, business lines of credit, and VISA merchant services and much more

  • Be a knowledgeable banker that identifies referral opportunities to ensure full relationships and add value for your clients

  • Build relationships through outbound and proactive measures.

  • Answer customer questions with a can-do attitude, no matter how complex or technical (and they are frequently both complex and technical).

  • Constantly look for ways to “WOW” customers and community members alike through all of life’s changes.

  • Comply with all bank regulations that apply to your position, and keep up to date on regulation changes.

  • Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.

  • Above all, embody Umpqua’s commitment to being The World’s Greatest Bank.

What do you get in return for all your hard work? In addition to competitive pay and benefits, you’ll join a company that has a culture which is recognized and sought after in the business world. You’ll receive up to 40 hours of paid time off a year to volunteer in your community. You’ll have opportunities to develop and grow.


  • 2+ years banking or comparable experience that includes cash handling, and a track record of outstanding customer service

  • Strong attention to detail and the ability to proficiently preform a wide variety of tasks.

  • Proficiency with Microsoft Word, 10-key, and a variety of office equipment, knowledge of Excel software applications

  • Demonstrated sales skills

  • High school diploma, vocational training, or equivalent

  • This position may require you to act as a Registered Mortgage Loan Originator (MLO) for open-ended transactions only.

Physical Requirements and Working Conditions

Work involves sitting, extended periods of standing, occasional walking, and lifting up to 20 pounds. Requires close visual acuity. Normal office environment. Infrequent travel unless noted.

No relocation offered.

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.