Financial Center Representative Job Vancouver area,Washington USA,Finance & Banking

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.

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.

Transaction Processing & Cash Handling: Accurately process routine deposits, withdrawals, payments, and other standard transactions while maintaining strong balancing and cash-handling practices.

Account Support: Open consumer accounts and assist with basic account maintenance, following established procedures and escalating non-routine requests as needed.

Needs Identification & Referrals: Ask thoughtful questions to understand client goals and identify opportunities to refer clients to appropriate Riverview products, services, or team members.

Digital Banking Support: Assist clients with online and mobile banking enrollment, basic navigation, and common troubleshooting to help them use digital tools with confidence.

Risk, Security & Confidentiality: Protect client information, follow security procedures, remain alert to suspicious activity, and promptly elevate potential fraud or compliance concerns.

Operational Support & Accuracy: Follow financial center procedures, complete required documentation, maintain accuracy in daily work, and support a smooth and consistent financial center experience.

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…