Umpqua Bank Customer Service Representative /Universal Account Expert - Spokane - (AS24843) in Spokane, Washington

Customer Service Representative /Universal Account Expert - Spokane - (AS24843)

Job Requisition ID: AS24843

Job Title: Customer Service Representative /Universal Account Expert - Spokane

Job Type: Full-Time

Location: Spokane, WA

Job Description:

As a Universal Account Expert, you will provide outstanding customer service to individuals contacting the Bank, by phone or online. You’ll resolve issues, provide information, and look for opportunities to strengthen the customer relationship by suggesting Umpqua’s products and services.


  • Resolve customer problems such as: debit card issues, account overdrafts, electronic disputes, online/mobile banking issues and service charge questions.

  • Perform a variety of transactions on the customer’s behalf such as: funds transfers, stop payments, debit card increases, address changes and check orders.

  • Open and process all types of consumer deposit accounts over the telephone and through internet applications and taking consumer loan applications over the phone.

  • Provide customer support for online banking including: password/security question resets, bill pay questions, user login requests, funds transfers, browser issues and download questions.

  • Utilize system software to respond to online messages/emails to answer questions, provide banking services and resolve customer service issues. Demonstrates strong oral and written communication skills.

  • Suggest appropriate products and services to existing and prospective customers and cross-sells other bank services such as Visa Credit Cards.

  • 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.


  • Requires completion of high school, vocational training, or equivalent.

Physical Requirements and Working Conditions

Work involves:

  • sitting,

  • some repetitive motion,

  • and lifting up to 50 pounds.

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.