Client Services Representative
Riverview Community Bank
- Vancouver, WA
- Permanent
- Full-time
- 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.
- 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.
- 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.
- 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.
High School or GED
or a combination of education and experience