V1be Mobile Customer Service Representative

Primis Financial Hampton , VA 23669

Posted 2 weeks ago

Position Summary: As a V1BE Mobile Customer Service Representative (MCSR), you will stay active, work independently, and be a pivotal part of Prims 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.

Primary Duties

  • 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 branch personnel to ensure smooth transaction completions.

  • 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.

  • Securely transport transactions, maintaining vigilance and adhering to established safety protocols.

  • 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, and EEO/AA/Fair Employment Practices.

  • Perform all other duties as assigned.

Minimum Educational & Experience Requirements

  • High School diploma or equivalent.

  • Previous delivery, security experience, or Military background (Preferred)

  • Leadership experience in a retail environment (Preferred)

Minimum Skill Requirements

  • 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.

Physical Demands

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 accommodation may be made to enable individuals with disabilities to perform essential functions of the position.

  • Continuous remaining in a stationary position, particularly, but not limited to, at a desktop computer.

  • Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use.

  • 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.

Work Environment

  • Continuous travel in a motor vehicle

  • Frequent office/branch environment

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V1be Mobile Customer Service Representative

Primis Financial