Financial Center Representative

Riverview Bank; Vancouver (WA); On-site; USD 27,000 - 30,000; Full time

Benefits offered by this job

Health insurance

401K plan

Disability insurance

Life insurance

Vacation & sick time

Educational assistance

Public holidays

Job summary

Riverview Bank is seeking a friendly Financial Center Representative (FCR) in our community branch. You will deliver welcoming client service, process routine banking transactions, and support customers with account questions, digital tools, and referrals to Riverview products.

The role emphasizes accuracy, risk awareness, and teamwork in a fast-paced environment. You will identify client needs, guide them to appropriate services, and participate in daily operations, ensuring a smooth and secure

Qualifications

• Provides friendly, professional client service.
• Handles routine transactions with accuracy and care.
• Demonstrates strong written and verbal communication.

Responsibilities

• Provide warm, professional service during every interaction and build trust.
• Accurately process routine deposits, withdrawals, payments, and standard transactions.
• Open consumer accounts and assist with basic account maintenance.

Skills

Client service

Communication

Attention to detail

Math skills

Digital banking

MS Office

Teller software

Education

High school diploma or GED

Tools

MS Office

Teller software

Job description

Summary: As aFinancial Center Representative (FCR), you play an important role in creating a welcoming, reliable, and relationship-focused client experience. You help clients achieve their financial goals through personalized guidance, trusted advice, and exceptional service while representing Riverview Bank’s mission, vision, and values in every interaction.

In this relationship-focused role, you foster a professional environment built on integrity, community, and excellent client care while accurately processing transactions, supporting account and digital banking needs, and maintaining strong risk awareness, operational accuracy, and collaborative teamwork. Through thoughtful conversations and strong follow-through, you identify client needs, connect clients with the right products or services, and contribute to client satisfaction, financial center growth, and the communities Riverview serves.

Schedule: Monday: 8.15am-5.15pm, Tuesday/Wednesday/Thursday 10:00am-2:30pm and Friday rotating 8.15am-5.15pm and 9.15am-6.15pm.

Why This Role Matters

This role is an important part of how clients experience Riverview Bank. As a Financial Center Representative, you are often the first person a client turns to for help, guidance, and support. Through accurate transactions, thoughtful conversations, and welcoming service, you help build trust and strengthen client relationships every day.

Your work supports both the client experience and the success of the financial center. By listening carefully, identifying needs, and connecting clients with the right products, services, and digital tools, you help clients feel confident and cared for while contributing to the growth and strength of Riverview Bank.

This role also helps maintain strong operational standards, accuracy, and teamwork across the financial center. The care and ownership you bring to each interaction directly impacts client satisfaction, team success, and the communities Riverview serves.

Job Functions:

Core Purpose: To provide professional, welcoming client service and accurately support routine banking transactions while learning financial center operations and escalating non-routine issues to leadership.

1. Client Service & Relationship Building: Provide warm, professional service during every interaction, answer routine questions, and build trust by listening for client needs and connecting clients with appropriate support.
2. Transaction Processing & Cash Handling: Accurately process routine deposits, withdrawals, payments, and other standard transactions while maintaining strong balancing and cash-handling practices.
3. Account Support: Open consumer accounts and assist with basic account maintenance, following established procedures and escalating non-routine requests as needed.
4. Needs Identification & Referrals: Ask thoughtful questions to understand client goals and identify opportunities to refer clients to appropriate Riverview products, services, or team members.
5. Digital Banking Support: Assist clients with online and mobile banking enrollment, basic navigation, and common troubleshooting to help them use digital tools with confidence.
6. Risk, Security & Confidentiality: Protect client information, follow security procedures, remain alert to suspicious activity, and promptly elevate potential fraud or compliance concerns.
7. Operational Support & Accuracy: Follow financial center procedures, complete required documentation, maintain accuracy in daily work, and support a smooth and consistent financial center experience.
8. Teamwork & Learning: Work collaboratively with financial center team members, seek guidance when needed, complete required training, and continue building knowledge of banking operations, products, and service expectations.

Experience and Education:

• 0–6 months of client service experience, preferably including cash handling
• Retail banking experience preferred
• Combination of work experience and education accepted
• Strong client service background helpful
• High school diploma or general education degree (GED)

Client Service & Communication:

• Provides friendly, professional client service and builds confidence in routine client interactions.
• Reads and comprehends simple instructions, short correspondence, and memos.
• Demonstrates professional written and verbal communication.
• Ability to present information in one-on-one and small group situations.

Transaction Accuracy & Math Skills:

• Demonstrated math skills with an understanding of debit and credit relationships and negotiable instruments.
• Detail-oriented with strong organizational skills.
• Ability to compute rates, ratios, and percentages.
• Learning to interpret and understand production and operational reports.
• Attention to detail in balancing and posting transactions.

Problem Solving & Reasoning:

• Applies common sense understanding to carry out detailed written or oral instructions.
• Develops the ability to resolve routine problems using established procedures.

Needs Identification, Referrals & Product Knowledge:

• Maintains a basic working knowledge of Riverview’s products and services to address common client inquiries.
• Identifies basic client needs and makes appropriate product, service, or referral recommendations.
• Build knowledge of Riverview’s offerings, procedures, and policies to support client needs.

Digital Banking & Technology Support:

• Uses basic computer skills and business office equipment.
• Learn teller software systems and MS Office for daily tasks.
• Learn and develop knowledge of digital banking tools.

Professional Standards:

• Demonstrates flexibility in a changing work environment.
• Maintains accuracy, confidentiality, and strong attention to detail.
• Completes required training.
• Maintains professionalism in client and team member interactions.

Physical Demands:

While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

The salary for this role will be between $19.50 and $22. 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