Member Experience & Solutions Advocate II

Rivermark Community Credit Union; Beaverton (OR); On-site; USD 38,000 - 52,000; Full time

Job summary

Rivermark Community Credit Union in Beaverton, OR is seeking a motivated team member to help improve members' financial lives through outstanding service and tailored product solutions. You will be part of a member-focused environment with growth opportunities.

The role includes opening consumer and business accounts and loans, servicing existing accounts, and performing occasional financial transactions, using consultative selling to fit member needs.

Qualifications

• High school diploma or GED required.
• Minimum two years’ experience in retail financial services.
• Excellent communication and customer service skills.
• Experience with consumer loans.
• Professional representation of the credit union to members and partners.
• Proficient with Microsoft Word and Excel.
• Willingness to work Saturdays.

Responsibilities

• Open consumer and business accounts and loans.
• Service existing accounts and loans.
• Occasionally conduct financial transactions.
• Advise and advocate for product and service solutions.
• Maintain accurate documentation and confidentiality.

Skills

Customer service

Communication

Retail banking

MS Office

Confidentiality

Account opening

Sales orientation

Education

High school diploma or GED

Tools

Microsoft Office

Job description

Rivermark Community Credit Union in Beaverton, OR is seeking a motivated team member to help improve members' financial lives through outstanding service and tailored product solutions. You will be part of a member-focused environment with growth opportunities.

The role includes opening consumer and business accounts and loans, servicing existing accounts, and performing occasional financial transactions, using consultative selling to fit member needs.