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Client Services Representative

Company: Riverview Community Bank
Location: Vancouver
Posted on: September 25, 2022

Job Description:

Job Details Description This is a full-time position with a benefits package including medical, dental, 401k, life insurance, and a paid time off program. This position is located at our Riverview Center location in Vancouver, WA. SUMMARY As a Client Service Representative, you will be providing friendly customer service in Riverview's Call Center. In our Call Center you will assist customers with their Online Banking, generally inquires, and complete account maintenance. ESSENTIAL DUTIES Provide prompt, courteous, and friendly customer service and uses problem solving skills to satisfy client needs. 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. Basic knowledge of the core system to complete and submit maintenance to provide support to other staff members. Assisting customers with their bill pay questions. Process, record, track and verify various types of financial transactions, information, and events. Knowledge of the Debit Card processing 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 dispute resolution system for the submission of customer Reg E dispute claims. Greet customers and direct them to the appropriate personnel. 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); 6 months to 1 year 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. Qualifications Skills Behaviors : Motivations : Education Required 6 Months Exp or better in Related experience or training. High School or GED or better. or a combination of education and experience or better. Experience Licenses & Certifications Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: Riverview Community Bank, Vancouver , Client Services Representative, Sales , Vancouver, Washington

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