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Home Flexible Job Board 019-Gresham - Client Service Rep

$19.50–21/hr 21d ago

019-Gresham - Client Service Rep

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Riverview Bank

Gresham, OR, US

Part-time On-site

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Summary

The incumbent will process customer financial transactions, maintain a balanced cash drawer, and provide exceptional service to bank clients. Additionally, they are responsible for cross-selling bank products and opening new accounts while adhering to security and regulatory policies.

Job Description

Our Mission

We are a true partner in our communities by ensuring people feel seen, heard, and valued. We move beyond the transactional-based experience to foster relationships with genuine care and exceptional service.

You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us – it’s about you. We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve.

SUMMARY:

Contributes to the provision of basic bank deposit services while promoting a positive Riverview image through friendly and efficient processing of customer transactions while following bank policies and procedures. In addition, the incumbent develops skills to generate deposit growth by learning how to assert himself or herself and effectively sell and cross-sell Riverview products and services.

This is a Part-time position with a starting rate of $19.50 - $21 May be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Provide customer service and use problem solving skills to satisfy customer needs (may be in person and/or via the telephone).
  • Computer data entry and inquiry.
  • Process, record, track and verify various types of financial transactions, information and events.
  • Prepare and/or complete various reports and forms accurately.
  • Maintain a balanced cash drawer.
  • Sell and cross-sell Riverview products and services.
  • Open new accounts.
  • Follow branch procedures
  • Comply with regulatory and state and federal laws
  • Follow all security procedures

Additional Duties and Responsibilities:

  • Participates in and completes training objectives with passing scores.
  • Follow all Riverview policies and procedures.
  • Other duties as assigned

RELATIONSHIPS:

  • Daily contact with Supervisor to receive direction and interpretation of existing and new branch procedures.
  • Daily contact with customers and prospective customers in providing assistance to fulfill their banking needs.
  • Frequently confer with other departments providing assistance and coordination of operations.
  • Occasional contact with members of professions with whom the incumbent must consult from time to time, i.e., attorneys, accountants, and other financial intermediaries.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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); and 6 months of cash handling/customer service experience.

SKILLS:

  • Ability to read and comprehend simple instructions, short correspondence, and memos. 
  • Ability to write simple correspondence. 
  • Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
  • Ability to add, subtract, multiply, and divide 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 written or oral instructions. 
  • Ability to deal with problems involving a few concrete variables in standardized situations.
  • Ability to promote the sale of products and services through verbal recommendation.
  • Requires the basic skills associated with the general use of computers and other business office equipment.
  • Ability to offer flexibility in a changing work environment is imperative.
  • High attention to detail.

PHYSICAL DEMANDS:

While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time. 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

Riverview Bank does not accept unsolicited resumes from any third party staffing agencies and/or search firms for any job postings.

Third parties are not authorized to submit profiles, applications, or resumes to this site or to any Riverview Bank employee. Any such submissions, Riverview Bank will not be responsible for any fees related to unsolicited resume submissions without written consent from the Talent Acquisition Team. Including, but not limited to the candidate hired for a position.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

About the company

Riverview Bank

Founded

1998

Company size

11-50 employees

Industry

Financial Services

Org type

Privately Held

Headquarters

Vancouver, WA

Apply Now

About the company

Riverview Bank

Founded

1998

Company size

11-50 employees

Industry

Financial Services

Org type

Privately Held

Headquarters

Vancouver, WA

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