Treasury Management Support Specialist

About the Role

In this role you will work closely with relationship managers and business partners to keep them apprised and provide primary client relationship, direction, and customer service support for corporate and commercial deposit clients.

Provide high level of client service for all products and services, to include fielding client requests, via phone, email and other communication channels, subject matter expert for Treasury Management products.

Act as liaison with internal departments and vendors in helping Treasury Management customers and aid on products and services.

Coach and mentor team members. Provide role of team lead and back up for management.

• Responsible for acting as Commercial Banking's primary customer contact for the servicing of all clients.
• Responsible for responding to a variety of complex banking questions and providing guidance with account implementation, funds transfer / stop payment requests and transaction posting problems and error resolution.
• Responsible for communication with Relationship Managers, provide updates of client matters, make recommendations, and ensure that issues needing immediate attention are resolved in a timely manner.
• Answer incoming calls from Treasury Management customers and internal staff delivering exceptional service that exceeds the caller’s expectations.

Handle calls with professionalism, demonstrating a sense of ownership, with a goal of one call resolution achieving established service standards.

• Communicate issues directly to vendors for additional support and problem resolution when necessary. Respond to a wide range of deposit and Treasury Management client questions and resolve issues timely and effectively.
• Coach and train specialists and act as team lead to achieve a high level of customer standards and retention.
• Effectively handle escalated customer issues to resolution.
• Demonstrate compliance 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.
• Demonstrates compliance with all bank regulations for assigned job function 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 the Banks written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations as applicable to this job description.
• May be asked to coach, mentor or train others and teach coursework as a subject matter expert.
• 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.

About You :

• H.S. Diploma / GED
• Bachelor’s degree in business, Finance, or related field
• 4-7 years banking experience, new accounts, lending loan processing or documentation and customer service. Required
• Advanced knowledge of bank payment systems, account operations, banking services and exposure to complex business entities.
• Extensive knowledge of Commercial banking products and services, operations and procedures and applicable laws and regulations.
• Possess excellent written and verbal communication skills. Ability to effectively communicate with professionals at all levels of business.
• Knowledge of general business acumen and practices related to analysis, accounting and financial procedures including market and interest rate impact.
• Demonstrate strong customer service, interpersonal and organization skills with ability to multi-task, handle complex issues and use good judgement in decision making.
• Advanced technical skills including Windows Office Suite, spreadsheets, and industry specific software.

Workstyle : Fully onsite

Our Benefits :

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.

00-$27.00 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.

Allqualified 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 :

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 requesteddirectly by a member of the Talent Acquisition team.