Client Services Representative

Description

Full‑time position with a benefits package including medical, dental, 401(k), life insurance, and paid time off. The role is located at the Riverview Center in Vancouver, WA.

As a Client Services Representative, you will provide friendly customer service in Riverview’s Call Center, assisting customers with their Online Banking, general inquiries, and account maintenance.

Annual salary ranges from $19.00 to $21.50, with the specific offer depending on skills and prior experience. Hired candidates may be eligible for healthcare benefits, 401(k) plan, short‑term & long‑term disability, life insurance, vacation & sick time, educational assistance, and certain holidays.

• Provide prompt, courteous, and friendly customer service and use problem‑solving skills to satisfy client needs.
• Use basic knowledge of the Q2 Internet Banking platform to help customers with password resets and general inquiries.
• Maintain customer information on the system using the Q2 platform.
• Complete and submit maintenance orders on the core system to support other staff.
• Assist customers with bill pay questions.
• Process, record, track, and verify various types of financial transactions, information, and events.
• Use the Debit Card processing system to support customer inquiries, travel notices, reissues, and limit increases.
• Assist clients in balancing statements, processing stop payments, special statements, address changes, and correcting minor problems.
• Process transactions on the core system.
• Provide digital wallet activations and customer support.
• Use the dispute resolution system to submit customer Reg‑E dispute claims.
• Greet customers and direct them to appropriate personnel.

• Participate in and complete training objectives with passing scores.
• Independently complete 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 for direction and interpretation of procedures.
• Daily contact with clients to fulfill their banking needs.
• Daily contact with internal and external customers and prospective customers to route incoming calls and provide assistance.
• Frequently confer with other departments to coordinate operations.

To perform this job successfully, an individual must be able to perform all essential duties. 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 an equivalent combination of education and experience.

• Read and comprehend instructions, correspondence, and memos.
• Write simple correspondence.
• Perform basic arithmetic (addition, subtraction, multiplication, division) in all units of measurement, using whole numbers, common fractions, and decimals. Compute rates, ratios, and percentages.
• Apply common sense to follow detailed written or oral instructions in standardized situations.
• Use general computer skills and other business office equipment; ability to utilize MS Office for basic word‑processing.
• Offer flexibility in a changing work environment.

Perform duties involving regular communication via phone, video, messaging, and email. Use computer and office equipment such as a computer, printer, copier, and Microsoft Office software. Frequently occupy a workstation for long periods of time.

Reasonable accommodations may be made to enable individuals with disabilities to perform the functions of this position.

Riverview Bank is an equal opportunity employer and affirmative action employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, or any other protected status. Riverview Bank does not accept unsolicited resumes from any third‑party staffing agencies or search firms.

Riverview Bank will not be responsible for any fees related to unsolicited resume submissions without written consent from the Talent Acquisition Team.