What are the responsibilities and job description for the V1BE Mobile Customer Service Representative position at Primis Bank?
Job Details
Description
Position Summary: This position requires you to stay active, work independently, and be a pivotal part of Primis Bank’s innovative bank delivery service. This role involves actively delivering a range of banking transactions, including cash, checks, debit cards, notary services, and more, directly to our customers at their specified locations. With your assigned company vehicle serving as your mobile office, you'll represent the cutting edge of banking convenience, utilizing our proprietary app to navigate and fulfill customer requests with efficiency and safety.
Essential Functions
In terms of an 8-hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66% and “continuous” equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.
Description
Position Summary: This position requires you to stay active, work independently, and be a pivotal part of Primis Bank’s innovative bank delivery service. This role involves actively delivering a range of banking transactions, including cash, checks, debit cards, notary services, and more, directly to our customers at their specified locations. With your assigned company vehicle serving as your mobile office, you'll represent the cutting edge of banking convenience, utilizing our proprietary app to navigate and fulfill customer requests with efficiency and safety.
Essential Functions
- Provide exceptional customer service during time sensitive pickups and deliveries at customer specified locations.
- Master the V1BE app to assist customers and navigate service requests efficiently.
- Work autonomously, employing technology and communication tools effectively.
- Collaborate with the V1BE Fulfillment Lead and market center personnel to ensure smooth transaction completions.
- Securely transport transactions, maintaining vigilance and adhering to established safety protocols.
- In person attendance required.
- Regular, reliable and predictable attendance.
- Contribute to team success by meeting key performance metrics, with opportunities to participate in bank incentive programs.
- Encourage customer engagement by sharing knowledge of bank services, emphasizing the importance of banking expertise.
- Manage and maintain the company vehicle, including regular service check-ups, and submit mileage/fuel receipts for reimbursement.
- Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices.
- All other duties as assigned.
- High School diploma or equivalent.
- Previous delivery, security experience, or Military background (Preferred)
- Leadership experience in a retail environment (Preferred)
- The ability to work independently in an assigned region using a company vehicle.
- Maintain confidentiality, safety awareness, and adhere to established safety protocols.
- Proficiently utilize a GPS system for navigation.
- Maintain a valid driver’s license with a satisfactory driving record.
- Maintain an active car insurance policy.
In terms of an 8-hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66% and “continuous” equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.
- Continuous communication: verbal and written, in-person, phone and electronic
- Ability to lift and carry up to 50 pounds.
- Ability to traverse stairs and navigate office buildings as well as residential neighborhoods.
- Remain alert and prepared at all times.
- Continuous travel in a motor vehicle
- Frequent office/market center environment