Client Relationship Banker - Vancouver Main Branch (Project Management)

Job Summary: The Client Relationship Banker (CRB) – Vancouver Main plays a key role in supporting clients' financial goals by delivering exceptional service and cultivating long-term relationships. This position is responsible for opening new personal and commercial deposit accounts, assisting with loan documentation, and providing accurate and timely resolution to client inquiries. The CRB actively participates in branch sales initiatives and collaborates closely with both the retail and commercial banking teams to ensure seamless client experience.

In addition to relationship management, the CRB supports branch operations by backing up paying and receiving functions and ensuring all transactions are processed efficiently and in compliance with bank policies and procedures. This role requires a strong client-centric approach, attention to detail, and the ability to manage both individual and business client needs with professionalism and care. The CRB may also be called upon to support other branches as needed.

The salary for this role will be between $23 and $27. 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

Essential Duties and Responsibilities

• Deliver exceptional client service by addressing customer needs promptly and professionally, both in-person and over the phone.
• Cultivate and maintain strong relationships with clients and prospects by consistently meeting service and sales standards.
• Open new consumer and commercial accounts, ensuring all documentation is completed accurately and in compliance with bank policies and regulatory requirements.
• Identify and escalate potentially fraudulent activity to management to mitigate risk in a timely and effective manner.
• Exhibit a professional demeanor and uphold high standards of appearance and conduct when interacting with clients and colleagues.
• Collaborate with the branch team and commercial banking partners to support sales efforts, expand client relationships, and gather required documentation for deposits and loans.
• Contribute to team success by achieving individual performance goals, pursuing professional development opportunities, and completing assigned tasks efficiently and accurately.
• Partner with internal business lines to deliver a comprehensive client experience and meet established production and service goals.
• Identify client needs and recommend appropriate solutions from a broad suite of products including Consumer and Commercial Banking, Merchant Bankcard, Cash Management, Mortgage, and Trust services.
• Maintain a deep understanding of the bank's current product and service offerings to serve clients effectively.
• Manage and grow commercial client relationships by understanding their financial goals and delivering customized banking solutions.
• Ensure accurate processing of cash and non-cash transactions, adhering to all bank policies and regulatory standards.
• Perform paying and receiving duties with precision and reconcile daily transactions within established operational procedures and authority limits.
• Appropriately place and document account and transaction holds in accordance with regulatory and internal guidelines.
• Leverage knowledge of consumer lending products to offer tailored financial solutions that support both personal and business financial objectives.
• Actively represent the bank at community events and promote Riverview Bank's values, services, and community involvement.
• Maintain strict confidentiality when handling client information, requests, and transactions.
• Perform additional duties as assigned by management.

Qualifications

• Demonstrated sales aptitude with proven success in business development and the ability to identify and meet client needs through effective product and service recommendations.
• Excellent verbal and written communication skills, along with strong interpersonal abilities, to build and sustain client relationships.
• Proficiency in consumer lending programs is strongly preferred; familiarity with commercial banking products is a plus.
• Collaborative mindset with the ability to work effectively with the commercial banking team to achieve shared business objectives.
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
• Knowledge of regulatory and compliance requirements related to banking operations and account management.

Education and/or Experience:

High School Diploma or equivalent required; additional education in finance, business, or a related field is a plus.

Minimum of 2 years of recent experience in new accounts in commercial and/or retail branch banking, with a strong background in cash handling, new account openings, commercial accounts, regulatory compliance, documentation, relationship management, business development, and sales.

Licenses and Certifications:

The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008.   

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.

Work Environment:

The noise level in the work environment is usually moderate.

Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule.

May be exposed to potential risk and hazard associated with criminal activity (e.g. robbery, and/or attempted robbery, fraud and security).

 

Note: This job description is not an all-inclusive list of essential duties. The Client Relationship Banker may be required to perform other responsibilities as assigned. Riverview Bank reserves the right to modify this description at any time without notice. This position does not constitute a contract of employment and is subject to change at the discretion of management.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Retail Banking