Umpqua Bank Universal Associate - Windsor - (JL22989) in Windsor, California

Universal Associate - Windsor - (JL22989)

Job Requisition ID: JL22989

Job Title: Universal Associate - Windsor

Job Type: Full-Time

Location: Windsor, CA

Job Description:


Responsible for building and maintaining relationships with consumer and business customers by providing exceptional customer service. This includes, but is not limited to processing transactions, placing customers in appropriate account and loan products, cross-selling other bank services and referring customers to other departments as appropriate.


  • Works on assignments that are semi-routine in nature (i.e., cash handling) where ability to recognize deviation from accepted practice is required. Normally receives detailed instructions on routine work, detailed instructions on new assignments.

  • Accepts and accurately processes all financial transactions.

  • Maintains responsibility for cash drawer and follows proper balancing procedures.

  • Provides excellent customer service by providing answers and assistance for customers’ questions and concerns.

  • Opens and processes simple consumer deposit accounts.

  • Cross-sells other bank services and refers customers to other departments as appropriate.

  • Reviews and maintains knowledge of products, fees and policies and stays current on offerings and is able to make product suggestions with assistance.

  • Demonstrates compliance with all bank regulations for assigned job function and 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 required or job-specific training. Follows all Bank policies and procedures and compliance regulations, and completes all required annual required or job-specific training. May be asked to coach, mentor, or train others and teach coursework as 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. Embraces our vision to become "The World's Greatest Bank."


  • Requires a high school diploma, GED, vocational training or equivalent.

  • Strong attention to detail and the ability to multi-task effectively.

  • Ability to understand and follow directions.

  • Ability to organize and prioritize work.

  • Proficient use of Microsoft Word and Excel software applications and ability to operate a variety of office equipment.

  • Ability to maintain confidentiality, use tact and diplomacy; maintains professional dress and demeanor.

  • Requires reading, writing and basic arithmetic skills.PHYSICAL AND ENVIRONMENTAL DEMANDS

  • Ability to work store hours to include weekends and occasional evenings.

  • Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.

  • Exposed to potential hazard of robbery - receives detailed instruction to minimize risk.

  • Limited travel.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.