V1BE Mobile Customer Service Representative

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, utilising our proprietary app to navigate and fulfil 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 Fulfilment Lead and market centre personnel to ensure smooth transaction completions.
• Securely transport transactions, maintaining vigilance and adhering to established safety protocols.
• Regular, reliable and predictable attendance.

Marginal Functions

• Contribute to team success by meeting key performance metrics, with opportunities to participate in bank incentive programmes.
• Encourage customer engagement by sharing knowledge of bank services, emphasising 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.

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 utilise a GPS system for navigation.
• Maintain a valid driver’s licence 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 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 neighbourhoods.
• Remain alert and prepared at all times.
• Continuous travel in a motor vehicle.
• Frequent office/market centre environment.

Travel Required: Yes. Frequent travel to various branches and customers.

Equal Opportunity Employer / 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.