Financial Center Representative

Riverview Bank•Ridgefield, WA

7d•$20 - $22

About The Position

As a Financial Center Representative (FCR), you help create a welcoming, reliable, and relationship-focused client experience. You support clients’ financial goals through personalized guidance, trusted advice, and exceptional service while representing Riverview Bank’s mission, vision, and values. The role combines relationship building and routine banking transactions with account and digital banking support, risk awareness, operational accuracy, and collaborative teamwork. As a frequent first point of contact, you help clients feel seen, heard, and valued through accurate transactions, thoughtful conversations, and attentive follow-through. You listen for client needs and connect clients with appropriate products, services, digital tools, or team members. You also help maintain strong operational standards and contribute to client satisfaction, financial center growth, team success, and the communities Riverview serves. The position provides an opportunity to learn financial center operations, with non-routine issues escalated to leadership.

Requirements

High school diploma or general education degree (GED).
0–6 months of client service experience; cash-handling experience is preferred.
Strong client service background is helpful.
Professional written and verbal communication, including the ability to present information one-on-one and in small-group situations.
Demonstrated math skills, including understanding debit and credit relationships and negotiable instruments, and the ability to compute rates, ratios, and percentages.
Strong attention to detail and organizational skills, including accuracy in balancing and posting transactions.
Ability to read and comprehend simple instructions, short correspondence, and memos; carry out detailed written or oral instructions using common-sense understanding; and develop the ability to resolve routine problems using established procedures.
Basic working knowledge of Riverview products and services, with the ability to identify basic client needs and make appropriate product, service, or referral recommendations.
Basic computer skills and ability to use business office equipment; willingness to learn teller software, Microsoft Office, and digital banking tools.
Flexibility in a changing work environment; maintains accuracy, confidentiality, and professionalism in interactions with clients and team members; completes required training.
Ability to use a computer, printer, copier, and computer software such as Microsoft Office, and to communicate effectively via phone/video, messaging, and email.
Ability to occupy a workstation for long periods of time.

Nice To Haves

Retail banking experience preferred.
Cash-handling experience preferred.

Responsibilities

Provide warm, professional service, answer routine questions, and build trust by listening for client needs and connecting clients with appropriate support.
Process routine deposits, withdrawals, payments, and other standard transactions accurately while following balancing and cash-handling practices.
Open consumer accounts and assist with basic account maintenance in accordance with established procedures; escalate non-routine requests as needed.
Ask questions to understand client goals and refer clients to appropriate Riverview products, services, or team members.
Assist clients with online and mobile banking enrollment, basic navigation, and common troubleshooting.
Protect client information, follow security procedures, watch for suspicious activity, and promptly escalate potential fraud or compliance concerns.
Follow financial center procedures, complete required documentation, maintain accuracy, and support a smooth and consistent financial center experience.
Collaborate with financial center team members, seek guidance when needed, complete required training, and build knowledge of banking operations, products, and service expectations.