Financial Solutions Advisor

1 Month ago

Canby, Oregon, United States

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Job Description

Umpqua Bank is seeking a Financial Solutions Advisor in Canby, OR. Candidates should have a High School Diploma or GED and preferably 1 year of banking experience. Key responsibilities include developing consumer lending skills, managing client relationships, and handling cash accurately. Familiarity with banking regulations and the ability to lift up to 25 pounds is required. This is a full-time position with no specific degree required.
About You

To be successful, you should have a High School Diploma or GED. Having 1 year of Client Service Specialist (Teller) or other banking experience is preferred. Basic knowledge of consumer banking and business products and services offered is required. The ability and desire to actively develop consumer lending skills is essential. You should also be able to accurately handle cash, balance accounts and drawers, and perform accurate calculations. Additionally, you should be able to complete multiple and varying client requests in a timely manner. Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers. Familiarity with state laws and regulations related to products and services is necessary. Requires reading, writing and basic math skills. Ability to lift up to 25 pounds and stand for extended periods of time is required. Obtaining a Nationwide Multistate Licensing and Registry (NMLS) is preferred.

Umpqua Bank


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