Financial Center Banker I

Job Summary: As a Financial Center Banker, you will help clients achieve their financial goals through personalized guidance, trusted advice, and exceptional service. In this relationship-focused role, you will represent Riverview Bank's mission, vision, and values in every interaction while fostering a welcoming, professional environment built on integrity, community, and excellent client care. In this dynamic, client-facing role, you will build meaningful relationships with individuals and businesses by understanding their unique financial needs and recommending tailored banking solutions. You will confidently open personal and commercial deposit accounts, facilitate loan documentation, conduct financial reviews, and help clients navigate important financial decisions while ensuring compliance with Riverview Bank's policies, regulatory requirements, and risk management practices. Beyond account opening and transaction support, you will serve as a trusted financial partner and advocate, providing seamless service across both financial center and digital channels. Through proactive client engagement, you will identify opportunities to deepen relationships, recommend Riverview's suite of products and services, and deliver solutions that support long-term financial success. Your ability to build trust, uncover client needs, and connect clients with the right resources will directly contribute to client satisfaction, deposit growth, and the overall success of the financial center. As a subject matter expert in relationship banking and client service, you will contribute to a collaborative team culture while helping support financial center performance and community impact. Your dedication to service excellence, relationship building, and professional growth will strengthen client loyalty and support Riverview Bank's long-term success. Salary and Benefits: The salary for this role will be between $20 and $25. 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 Why This Role Matters: This role plays an important part in how clients experience Riverview Bank. As a Financial Center Banker, you are often one of the first people clients turn to for guidance, support, and trusted financial advice. The relationships you build help clients feel known, valued, and confident in their financial decisions. By listening carefully, understanding client needs, and connecting clients with the right solutions, this role directly supports stronger relationships, improved client satisfaction, deposit growth, and long-term financial well-being. Each interaction is an opportunity to solve a problem, provide clarity, and strengthen the client’s trust in Riverview.The Financial Center Banker also contributes to the success of the financial center by supporting accurate operations, thoughtful follow-through, and a collaborative team environment. Through strong service, relationship building, and community connection, this role helps bring Riverview’s mission and values to life every day. Job Functions: Client Service & Relationship Support: Deliver welcoming, professional service in person and by phone, resolve standard client needs, and elevate issues appropriately. Consumer Account Opening & Maintenance: Open and service consumer deposit accounts independently while supporting basic business banking needs through simple cash-flow awareness and referrals. Product Recommendations & Client Engagement: Recommend consumer products and services that align with client needs and follow through on commitments to support relationship growth. Transactions, Documentation & Operational Accuracy: Accurately process transactions, maintain records and reports, and complete required documentation for deposit and consumer loan products. Compliance, Risk & Fraud Awareness: Follow bank policies, regulatory requirements, and risk-management standards, including identifying and escalating potential fraud. Consumer Lending Support: Collect and verify documentation and originate consumer loans independently and accurately, as authorized for the role. Technology & Digital Banking Support: Use financial center technology platforms, digital banking tools, and systems to support efficient, accurate, and client-friendly service delivery. Professional Standards & Financial Center Support: Maintain professional standards, complete required training, support financial center workflow, and represent Riverview in a positive and client-focused manner. Typical Experience and Education: 6 months –2 years of banking, financial services Prior client service experience preferred Prior cash-handling or retail sales experience preferred High School Diploma or GED and 4 years of relevant experience or an associate degree and 2 years of relevant experience. Knowledge, Skills, and Abilities: Client Service & Communication: Demonstrates the ability to provide exceptional level of client service 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 Applies solid knowledge of Riverview’s products and services to recommend solutions, including consumer deposit and loan products, with awareness of basic business banking needs. Ability to recommend bank products and services based on client needs. Build knowledge of Riverview’s offerings to support client needs. Supports relationship growth through needs-based recommendations and consistent client follow-through. Transaction & Documentation Accuracy: Accurately processes transactions and maintains supporting documentation for consumer loan and deposit products. Follows established policies and procedures with attention to detail. Problem Solving & Reasoning: Applies common sense of understanding to carry out detailed written or oral instructions. Developing ability to deal with standardized problems involving a few concrete variables Seek guidance on client issues and develops the ability to solve routine problems. Technology Skills: Uses basic computer skills and business office equipment. Proficient in teller software systems and MS Office. Proficient in new account software Learns consumer loan software. Professional Standards: Demonstrates flexibility in a changing work environment. Maintains accuracy, confidentiality, and strong attention to detail. Completes required training and maintain professionalism in client and team member interactions. Maintains required registrations, certifications, and designations applicable to the role. Represents Riverview Bank at community events. 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. #J-18808-Ljbffr Colonial Group