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Client Services Representative at Riverview Community Bank in Vancouver, Washington

Posted in Admin - Clerical 30+ days ago.

Type: Full-Time





Job Description:

 


SUMMARY


Promote a positive Riverview image through friendly and efficient service. Provide efficient, timely and accurate processing of all assigned duties. Responsible for the Riverview Center switchboard and coordinating deliveries.


 


ESSENTIAL DUTIES:



  • Provide prompt, courteous, and friendly customer service and uses problem solving skills to satisfy client needs.

  • Greet customers and direct them to the appropriate personnel.

  • Use a multiplex switchboard system to answer incoming telephone calls and route to appropriate department and/or personnel.

  • Basic computer data entry and inquiry.

  • Process, record, track and verify various types of financial transactions, information and events.

  • Basic knowledge of the core system to complete and submit maintenance to provide support to other staff members.

  • Basic knowledge of the Q2 Internet Banking platform to assist customers with password resets and general inquiries.

  • Basic knowledge of the Q2 Internet Banking platform to maintenance customer information on the system.

  • Knowledge of the Debit Card system to support customer inquiries, travel notices, reissues and limit increases.

  • Assist and support clients in balancing statements, processes stop payments, special statements, changes of address and corrects minor problems.

  • Process transactions on the core system.

  • Digital Wallet activations and customer support.

  • Knowledge of the Centrix DTS system for the submission of customer Reg E dispute claims.

 


Additional Duties and Responsibilities:



  • Participates in and completes training objectives with passing scores.

  • Independently completes tasks assigned.

  • Follow all Riverview policies and procedures.

  • Provide general administrative and word processing assistance on special project work as needed by the Operations Department.

  • Other duties may be assigned.

 


RELATIONSHIPS:



  • Daily contact with Supervisor to receive direction and interpretation of existing and new department procedures.

  • Daily contact with clients in providing assistance to fulfill their banking needs.

  • Daily contact with internal and external customers and prospective customers in routing incoming calls and providing assistance.


  • Frequently confer with other departments providing assistance and coordination of operations.

 


QUALIFICATIONS


To perform this job successfully, an individual must be able to perform all essential duties. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


 


EDUCATION and/or EXPERIENCE


High school diploma or general education degree (GED); one to two years related experience and/or training; or equivalent combination of education and experience.


 


SKILLS:



  • Ability to read and comprehend instructions, correspondence, and memos.

  • Ability to write simple correspondence. 

  • Ability to add, subtracts, multiply, and divides in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.

  • Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.  Ability to deal with problems involving a few variables in standardized situations.

  • The basic skills associated with the general use of computers and other business office equipment. Must have ability to utilize MS Office software to compose basic word processing documents.

  • The ability to offer flexibility in a changing work environment is imperative.

 


PHYSICAL DEMANDS


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear.  The employee frequently is required to sit; stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee maybe asked to move files, boxes and/or small pieces of furniture and must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 20 pounds, and occasionally lift and/or move up to 50 pounds.  Specific vision abilities required by this job include close vision in working with computers, and peripheral vision in acknowledging internal clients and keeping a general awareness of activity in the work area.


 


WORK ENVIRONMENT


The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock in working with standard office equipment.  The noise level in the work environment is usually moderate.


 


COMMENTS:


In supporting the accomplishment of company and departmental goals, it is the employee's responsibility to do all that is necessary to provide quality service to clients and fellow employees while furthering the positive image and interests of Riverview Community Bank.  It is also the employee's responsibility to continually strive to maximize personal growth.

Operations





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