Member Financial Solutions Advisor II

Rivermark Community Credit Union; Hillsboro, Beaverton (OR, OR); On-site; USD 35,000 - 47,000; Full time

Job summary

Rivermark Community Credit Union is seeking a member-focused professional in Hillsboro, OR to open consumer and business accounts, service loans, and perform routine financial transactions. You will advise members on products and services using consultative selling skills and maintain strong relationships.

The role requires excellent communication, two years in retail financial services, and the ability to work Saturdays. Spanish is a plus.

Qualifications

• High school diploma or GED required.
• Minimum two years of experience in retail financial services.
• Excellent communication and customer service skills.
• Experience with consumer loans.
• Ability to represent the credit union in a friendly, professional manner.
• Strong written, verbal and interpersonal skills.
• Ability to interpret and apply policies and procedures.
• Maintain high standards of security, accuracy and documentation.

Responsibilities

• Open consumer and business accounts and loans, service existing accounts and loans.
• Perform financial transactions as needed.
• Provide consultative selling and recommend products and services.
• Represent Rivermark to members and business partners in a positive manner.

Skills

Customer service

Retail financial services experience

Communication

Financial product knowledge

Sales (consultative)

Excel

Word

Spanish

Confidentiality

Education

High school diploma/GED

Tools

Excel

Word

Job description

Rivermark Community Credit Union is seeking a member-focused professional in Hillsboro, OR to open consumer and business accounts, service loans, and perform routine financial transactions. You will advise members on products and services using consultative selling skills and maintain strong relationships.

The role requires excellent communication, two years in retail financial services, and the ability to work Saturdays. Spanish is a plus.