V1BE Mobile Customer Service Representative

Primis Bank Opportunities; Rockville (VA); On-site; USD 25,000 - 39,000; Full time

Job summary

Primis Bank Opportunities seeks a Mobile CSR to perform on-site banking transactions at customer locations, delivering cash, checks, debit cards, and notary services with top-tier customer care.

The role requires independent work, adherence to safety protocols, and proficient use of the V1BE app to manage service requests and coordinate with the Fulfillment Lead. In-person attendance is essential.

Qualifications

• High School diploma or equivalent is required.
• Preferred military, security background, or leadership experience.
• Must be able to work independently in a traveling/mobile role.

Responsibilities

• Provide exceptional customer service during time-sensitive pickups and deliveries at customer locations.
• Demonstrate proficiency with the V1BE application to support customer needs and handle service requests.
• Work autonomously using technology and communication tools.
• Coordinate with the Fulfillment Lead and market center staff to ensure smooth transactions.
• Safely transport transactions and follow safety protocols; maintain vigilance.
• In-person attendance is required and regular, reliable attendance is expected.

Skills

GPS proficiency

Valid driver's license

Confidentiality

Safety awareness

Customer service

Education

High School diploma or equivalent

Tools

GPS Navigation

Job description

Position Summary:

The V1BE Mobile Customer Service Representative (CSR) provides a range of banking transactions, including cash, checks, debit cards, notary services, and more, directly to our customers at their specified locations while providing outstanding customer service.

Essential Functions

• Provide exceptional customer service during time sensitive pickups and deliveries at customer-specified locations.
• Demonstrate proficiency with the V1BE application to support customer needs and efficiently manage service requests.
• Work autonomously, employing technology and communication tools effectively.
• Collaborate with the V1BE Fulfillment Lead and market center personnel to ensure smooth transaction completions.
• Securely transport transactions, maintaining vigilance and adhering to established safety protocols.
• In person attendance required.
• Regular, reliable and predictable attendance.

Marginal Functions

• Contribute to team success by meeting key performance metrics, with opportunities to participate in bank incentive programs.
• Encourage customer engagement by sharing knowledge of bank services, emphasizing the importance of banking expertise.
• Manage and maintain the company vehicle, including regular service check-ups, and submit mileage/fuel receipts for reimbursement.
• Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices.
• All other duties as assigned.

Minimum Educational & Experience Requirements

• High School diploma or equivalent.
• Previous delivery, security experience, or Military background (Preferred)
• Leadership experience in a retail environment (Preferred)

Minimum Skill Requirements

• The ability to work independently in an assigned region using a company vehicle.
• Maintain confidentiality, safety awareness, and adhere to established safety protocols.
• Proficiently utilize a GPS system for navigation.
• Maintain a valid driver’s license with a satisfactory driving record.
• Maintain an active car insurance policy.

Physical Demands

In terms of an 8-hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66% and “continuous” equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.

• Continuous communication: verbal and written, in-person, phone and electronic
• Ability to lift and carry up to 50 pounds.
• Ability to traverse stairs and navigate office buildings as well as residential neighborhoods.
• Remain alert and prepared at all times.

Work Environment

• Continuous travel in a motor vehicle
• Frequent office/market center environment