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Client Relationship Banker

4 months ago


Vancouver, United States Riverview Bank Full time

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 its about youWe 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 This position is primarily responsible for supporting a retail branch, or other branches as needed, in the opening of deposit accounts (commercial and personal), gathering documentation for retail and commercial loans and reviewing financials for current and prospective clients. This position should be able to manage long-term relationships with clients and prospects. This position is also responsible for efficiently processing client deposit transactions while following bank policies and procedures. The salary for this role will be between $17.98 and $25.53. The specific salary offered will depend on several factors including but not limited to applicants skills and prior relevant experience. Hired candidate 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: - - Works with existing clients and prospects to open Consumer and Commercial deposit accounts. - - Provide outstanding service and use problem solving skills to satisfy client needs (may be in person and/or via telephone). - - Works with clients to efficiently process transactions while following bank policies and procedures. - - Works with the Branch Manager, CSM, CSR, Commercial Lender, or clients/prospects, to collect all necessary supporting documentation for both Commercial and Consumer Loans and Deposit products. - - Ensure timely analysis of financial reports/documents from clients that are required to comply with established loan policies and procedures. - - Properly communicate the banks Consumer, Commercial, Merchant Bankcard, Cash Management and Mortgage products. - - Be able to successfully meet assigned sales goals by selling Consumer, Commercial, Merchant Bankcard, Cash Management and Mortgage products and services. - - Lead the branch team as the champion for branch sales and service promotions. - - Work with CSR staff to coach, educate and mentor for improved sales of products and services to clients and prospects. - - Process, record, track and verify various reports and forms accurately. - - Participate in community events and promote Riverview Banks values, products, and services to increase visibility in local communities. - - Understand and observe laws and regulations that relate to Retail and Commercial Banking. - - Work with existing clients and prospects as required to receive other information as needed. Additional duties and responsibilities: - - Projects, professionalism in both appearance and attitude when dealing with clients. - - Coordinates, when necessary, with other departments or external contacts. - - Participates in and completes all required training modules with passing scores. - - Follows all state and federal laws, and all Riverview policies and procedures. - - Other duties as assigned. RELATIONSHIPS Frequent contact with Supervisor to receiv