Financial Center Representative

Riverview Bank•Vancouver, WA
•$20 - $22

About The Position

As a Financial Center Representative (FCR) at Riverview Bank, 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 the bank’s mission, vision, and values. The role involves accurately processing routine transactions, supporting account and digital banking needs, maintaining risk awareness and operational accuracy, and working collaboratively with the financial center team. Through thoughtful conversations and follow-through, you identify client needs, connect clients with relevant products and services, and contribute to client satisfaction, financial center growth, and the communities Riverview serves. The position provides professional, welcoming client service and supports routine banking transactions while the employee learns financial center operations. Non-routine issues are escalated to leadership. Responsibilities also include assisting with consumer accounts, cash handling, digital banking support, security and confidentiality, and required training. The schedule is Monday 8:15 a.m.–5:15 p.m.; Tuesday, Wednesday, and Thursday 10:00 a.m.–2:30 p.m.; and Friday on a rotating basis, either 8:15 a.m.–5:15 p.m. or 9:15 a.m.–6:15 p.m. The salary range is $19.50–$22.00. The specific salary offered depends on factors including the applicant’s skills and relevant experience. The hired candidate may be eligible for healthcare benefits, a 401(k) plan, short- and long-term disability coverage, life insurance, vacation and sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards.

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 skills, including the ability to present information in one-on-one and small-group situations.
  • Math skills, including understanding debit and credit relationships and negotiable instruments, and the ability to compute rates, ratios, and percentages.
  • Attention to detail and strong organizational skills, including accuracy in balancing and posting transactions.
  • Ability to read and comprehend simple instructions, short correspondence, and memos.
  • Ability to apply common-sense understanding to detailed written or oral instructions and develop the ability to resolve routine problems using established procedures.
  • Ability to maintain a basic working knowledge of products and services, identify basic client needs, and make appropriate recommendations or referrals.
  • 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, confidentiality, professionalism, and willingness to complete required training.

Nice To Haves

  • Retail banking experience.
  • Cash-handling experience.
  • Combination of work experience and education.

Responsibilities

  • Provide warm, professional service, answer routine questions, listen for client needs, and connect clients with appropriate support.
  • Accurately process routine deposits, withdrawals, payments, and other standard transactions while maintaining balancing and cash-handling practices.
  • Open consumer accounts and assist with basic account maintenance according to 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, remain alert to suspicious activity, and promptly escalate potential fraud or compliance concerns.
  • Follow financial center procedures, complete required documentation, maintain accuracy, and support consistent financial center operations.
  • Collaborate with financial center team members, seek guidance when needed, complete required training, and continue building banking knowledge.

Benefits

  • Healthcare benefits
  • 401(k) plan
  • Short-term and long-term disability coverage
  • Life insurance
  • Vacation and sick time
  • Educational assistance
  • Several holidays
  • Additional rewards for certain roles
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