Customer Onboarding Specialist

Salary: $39,422-$59,133, with a hiring target of $45,000 - $50,000/yr.

Why RiverBank?

RiverBank is an organization that believes in creating a place where each Team Members unique spirit and individualism can flourish. We believe that our Team Members ideas and visions are important, and that we can all work together to identify & find solutions to challenges. We live the RiverBank core values by being collaborative, kind, innovative, motivated, and productive.

RiverBank's passion is to make Business Banking easy. We support businesses, communities, and people by being uniquely better in providing all the high-touch and high expertise service youd expect from a Relationship Bank with the added perks of striving to implement streamlined technological solutions.

Want to be a part of a community of people striving to be uniquely better?

What Youll Do

The primary responsibility of the Customer Onboarding Specialist is to support all account opening and onboarding processes for the Bank. This position assists in delivering a seamless customer onboarding experience by ensuring accuracy, efficiency, and compliance with Bank policies and procedures. The Customer Onboarding Specialist provides support to both internal staff and external customers, serving as a key resource for routine onboarding functions while escalating complex matters as needed. This role requires strong attention to detail, sound judgment, and excellent communication skills.

• Provides exceptional customer service to all internal and external Bank customers andassistsin addressing onboarding-related questions or concerns.

• Supports the customer onboarding experience byowningdeposit account opening, account maintenance, and documentation review to ensure completeness and accuracy.

• Works withourinternalproduction team toensurethat all clients haveappropriate controlsand access toall oftheirRiverBankproducts and services.

• Serves as a point of contact for routine onboarding requests and escalates more complex customer account requests or issues to theBusiness Banking Specialist.Coordinates with internal departments to ensure efficient onboarding, account servicing, andtimelyfollow-up.

• Ensures all onboarding documentation and processescomply withBank policies, procedures, and regulatory requirements.

• Identifiescustomer needs and supports the introduction of ancillary products and services, including but not limited to debit cards, credit cards, and digital services.

• Maintainsaccurateand organized records of onboarding activitiesin accordance withBank standards.

• Participates in identifying process improvements to enhancethe customeronboarding experience and operational efficiency.

• Supports onboarding-related training efforts by reinforcing procedures and assisting team members as needed.

• Performs other duties and specialprojectsas needed.

Your Qualifications

• • 13 years related experience in banking, customer service, or operations; or equivalent combination of education and experience.
  • Basic understanding ofCommercialbanking products, services, and account opening procedures preferred.
  • Proficiencyin personal computer applications, including Word processing and Excel.
  • Strong attention to detail with the ability to follow established procedures and ensure accuracy.
  • Effective time management skills with the ability to prioritize and complete tasks efficiently.
  • Ability to read andcomprehendinstructions, directives, and business communications.
  • Ability to write clear, concise, and professional correspondence.
  • Ability to effectively present information in one-on-one and small group situations.
  • Ability to perform basic mathematical calculations.
  • Ability to apply commonsenseunderstanding to carry out written or oral instructions.
  • Courteous social skills to effectively serve customer and employee needs in a business environment.

Nice to Haves

• Branch and/or back-office operations experience
  
• Knowledge of online banking
  

Confidence can sometimes hold us back from applying for a job. But well let you in on a secret: theres no such thing as a perfect candidate.RiverBankis a place where everyone can grow. Sohoweveryou identify and whatever background you bring with you, please apply if this is a role that would make you excited to come into work every day.

More to Know:

• RiverBank has been named one of Best Places to Work in the Inland Northwest for the past six years and counting!
  
• Pay range: $39,422-$59,133 (hiring target of $45,000 - $50,000, depending on experience and qualifications)
  
• Vacation (3 Weeks), Sick Leave (12 days a year), Volunteer Time off (24 hours) & All Bank Holidays (at least 40+ paid days off a year total that increase with tenure)
• 90% Employer Paid Medical & 100% Employer Paid Vision, Dental, & Long-Term Disability Insurance for every Team Member
• AnHRA where an employee only pays $600 towards their medical deductible and the company reimburses any other deductible costs ($4,900+ value)
• Employer-paidLife Insurance(two times your annual earnings)
• Employer PaidEmployee Assistance Program
• 4% company 401k matchon contributionsafter 3months
  
• Paid Parental Leave
  
• Discounted Rates onPet, Home, & Auto Insurance

Is this role not an exact fit? Feel free to check out the rest of our opportunities@BambooHR!

Go hereto see an overview of the hiring process of RiverBank, how you can best prepare, and give us your thoughts on this posting!

RiverBankis an equal opportunity employer, committed to hiring a diverse workforce and preserving inclusive hiring practices.RiverBank, Inc. does not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.