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Company Name:Umpqua Bank
Phone:707-931-2800
Email:corinazavaletadoo@umpquabank.com
Address 1:135 West Napa St.
Address 2: 
City:Sonoma
State:CA
Zip:95476
Position Title:Relationship Banker
Number of Openings:1
Position Type:Other
Position Type Other Description:Banking
Start Date:01/31/2019
Duties:Build, develop and deepen customer relationships through active market profiling, and needs-based questioning to identify deposit, credit, and investment solutions to help customers achieve their financial goals. Solutions include, services and current technologies the Bank offers that are available for customer convenience. Educate customers on alternative channels that provide value, and then refer to appropriate lines of business. Establish preset appointments, deliver quality Financial Wellness Review conversations, identify needs, make recommendations and follow up. Assist the customer with their financial growth through savvy advice and educating the customer on alternative channels that provide value and refer to appropriate lines of business. Develop strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manage those partnerships. Originate simple to complex consumer lending inside the Store. Originate limited Small Business loans as well as provides cash management solutions, such as Treasury Management and Merchant Services, payroll and ACH. Recognize a small business with potential and make a quality referrals to the proper team. Cross-sell other bank services and refer customers to other departments as appropriate. 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
Experience Required:High school diploma or GED required. 3-5 years of banking and/or demonstrated sales experience. 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources in banking or retail environment with customer service and cash handling experience. 1 year experience in a lending function with loan origination and processing functions, or equivalent training. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Reg Z. Foundational knowledge of sales and service techniques with consumers and small businesses, including tele-consulting, outside calling, prospecting and networking. Basic understanding of personal finances and concept of budgeting. Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls.
Wage or Salary: 
Per Hour
Approximate Work Hours or Days:40
Hours
How to apply:Go to Umpqua.com/careers. Choose city of Sonoma, CA
Posting End Date:03/31/2019