riverbank

riverbank

Customer Onboarding Specialist (on-site, hybrid, or remote available)

Spokane, Washington, United States

Sponsorship not specified$39k-$59kDetected 20 days ago
RESTHRISOnboardingCustomer SupportCommunicationCritical ThinkingTime ManagementMicrosoft OfficeSharePoint

About the role

  • RiverBank is an organization that believes in creating a place where each Team Member's unique spirit and individualism can flourish.
  • We believe that our Team Member's 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.

Responsibilities

  • The primary responsibility of the Customer Onboarding Specialist is to support all account opening and onboarding processes for the Bank.
  • Supports the customer onboarding experience by owning deposit account opening, account maintenance, and documentation review to ensure completeness and accuracy.
  • Identifies customer needs and supports the introduction of ancillary products and services, including but not limited to debit cards, credit cards, and digital services.
  • Maintains accurate and organized records of onboarding activities in accordance with Bank standards.
  • Supports onboarding-related training efforts by reinforcing procedures and assisting team members as needed.
  • Performs other duties and special projects as needed.

Requirements

  • 1-3 years related experience in banking, customer service, or operations
  • Proficiency in computer applications, including MS Office, Sharepoint, Docusign.
  • 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 and comprehend instructions, 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 apply common sense understanding to carry out written or oral instructions.
  • Experience with iCore and Q2 online banking platforms.

Nice to have

  • Experience in DCI's iCore or Q2 online banking platforms a plus.

Compensation

  • $39,422-$59,133 (hiring target of $45,000 - $50,000, depending on experience and qualifications)
  • Employer-paid Life Insurance (two times your annual earnings)
  • Employer Paid Employee Assistance Program
  • 4% company 401k match on contributions after 3 months
  • Discounted Rates on Pet, Home, & Auto Insurance
  • Is this role not an exact fit? Feel free to check out the rest of our opportunities @ BambooHR!

Benefits

  • or equivalent combination of education and experience.
  • 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
  • An HRA where an employee only pays $600 towards their medical deductible and the company reimburses any other deductible costs ($4,900+ value)
  • Paid Parental Leave
  • RiverBank, Inc. does not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Company info

  • 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.
  • Provides exceptional customer service to all internal and external Bank customers and assists in addressing onboarding-related questions or concerns.
  • Want to be a part of a community of people striving to be uniquely better?

Equal opportunity

  • RiverBank is an equal opportunity employer, committed to hiring a diverse workforce and preserving inclusive hiring practices.

This listing is sourced directly from riverbank's careers page and normalized into a canonical job model.