Client Services Representative

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 Riverview’s 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 $19 and $21.50. The specific salary offered will depend on several factors including but not limited to applicant’s 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.

• 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.

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.

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.

• 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.

While performing the duties of this job, the employee is regularly required to effectively communicate…