Client Services Representative

2 weeks ago

Vancouver, United States Riverview Bank Full time

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 Services Representative, you will be providing friendly customer service in Riverviews Call Center. In our Call Center you will assist customers with their Online Banking, generally inquires, and complete account maintenance. The salary for this role will be between $18 and $24. 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 - - Provide prompt, courteous, and friendly customer service and uses problem solving skills to satisfy client needs. ```{=html} ``` - - Basic knowledge of the Q2 Internet Banking platform to assist customers with password resets and general inquiries. ```{=html} ``` - - Basic knowledge of the Q2 Internet Banking platform to maintenance customer information on the system. ```{=html} ``` - - Basic knowledge of the core system to complete and submit maintenance to provide support to other staff members. ```{=html} ``` - - Assisting customers with their bill pay questions. ```{=html} ``` - - Process, record, track and verify various types of financial transactions, information, and events. ```{=html} ``` - - Knowledge of the Debit Card processing system to support customer inquiries, travel notices, reissues, and limit increases. ```{=html} ``` - - Assist and support clients in balancing statements, processes stop payments, special statements, changes of address and corrects minor problems. ```{=html} ``` - - Process transactions on the core system. ```{=html} ``` - - Digital Wallet activations and customer support. ```{=html} ``` - - Knowledge of the dispute resolution system for the submission of customer Reg E dispute claims. ```{=html} ``` - - Greet customers and direct them to the appropriate personnel. Additional Duties and Responsibilities: - - Participates in and completes training objectives with passing scores. ```{=html} ``` - - Independently completes tasks assigned. ```{=html} ``` - - Follow all Riverview policies and procedures. ```{=html} ``` - - Provide general administrative and word processing assistance on special project work as needed by the Operations Department. ```{=html} ``` - - Other duties may be assigned. RELATIONSHIPS - - Daily contact with Supervisor to receive direction and interpretation of existing and new department procedures. ```{=html} ``` - - Daily contact with clients in providing assistance to fulfill their banking needs. ```{=html} ``` - - Daily contact with internal and external customers and prospective customers in routing incoming calls and providing assistance. ```{=html} ``` - - 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 individu

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