Client Relationship Banker

Overview

Finding a place to grow, contribute and make a difference is what you will find working with us – it’s about you! We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve.

This position is primarily responsible for supporting a retail branch, or other branches as needed, in the opening of deposit accounts (commercial and personal), gathering documentation for retail and commercial loans and reviewing financials for current and prospective clients. This position should be able to manage long‑term relationships with clients and prospects. This position is also responsible for efficiently processing client deposit transactions while following bank policies and procedures.

The salary for this role will be between $21 and $25 per hour. The specific salary offered will depend on several factors including but not limited to applicant’s skills and prior relevant experience. Hired candidates may be eligible for healthcare benefits, 401(k) plan, short‑term & long‑term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards.

• Works with existing clients and prospects to open consumer and commercial deposit accounts.
• Provides outstanding service and uses problem‑solving skills to satisfy client needs (may be in person and/or via telephone).
• Works with clients to efficiently process transactions while following bank policies and procedures.
• Works with the Branch Manager, CSM, CSR, Commercial Lender, or clients/prospects to collect all necessary supporting documentation for both commercial and consumer loans and deposit products.
• Ensures timely analysis of financial reports/documents from clients required to comply with established loan policies and procedures.
• Properly communicates the bank’s consumer, commercial, merchant bank card, cash management, and mortgage products.
• Makes an effort to meet assigned sales goals by selling consumer, commercial, merchant bank card, cash management, and mortgage products and services.
• Leads the branch team as the champion for branch sales and service promotions.
• Works with CSR staff to coach, educate, and mentor for improved sales of products and services to clients and prospects.
• Processes, records, tracks, and verifies various reports and forms accurately.
• Participates in community events and promotes Riverview Bank’s values, products, and services to increase visibility in local communities.
• Understands and observes laws and regulations that relate to retail and commercial banking.
• Works with existing clients and prospects as required to receive additional information as needed.

• Shows professionalism in both appearance and attitude when dealing with clients.
• Coordinates, when necessary, with other departments or external contacts.
• Participates in and completes all required training modules with passing scores.
• Follows all state and federal laws, and all Riverview policies and procedures.
• Performs other duties as assigned.

• Frequent contact with Supervisor to receive instruction and direction.
• Maintains strong working relationships with other areas of the bank.
• Daily contact with clients and prospective clients in helping fulfill banking needs.
• Maintains strong working relationships with commercial lenders and peers in the lending area as well as other support areas.
• Maintains contact with clients to ensure that service levels are appropriate.
• Occasional contact with members of professions with whom the incumbent must consult from time to time, i.e., attorneys, accountants, and other financial intermediaries.

• High school diploma or GED and 4 years of relevant experience.
• Associate degree and 2 years of relevant experience.

• Ability to read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals.
• Ability to write routine reports and correspondence.
• Ability to communicate…