Member Relationship Advocate I/II (Personal Banker/Happy Valley)

Rivermark Community Credit Union; Happy Valley (OR); On-site; USD 40,000 - 60,000; Full time

Job summary

Join a leading credit union as a Member Relationship Advocate in Happy Valley, where you'll foster financial wellness for members. This entry-level role focuses on building relationships, delivering excellent service, and providing tailored product solutions while being part of an inclusive culture dedicated to community service.

Benefits

Competitive benefits package

Opportunities for professional growth

Qualifications

• High school diploma or GED required.
• Strong communication and customer service skills.
• Ability to learn credit union products and services.

Responsibilities

• Open new accounts and service existing ones.
• Deliver exceptional service and recommend product solutions.
• Conduct financial transactions and manage customer relationships.

Skills

Communication

Customer Service

Organization

Sales Skills

Technological Savvy

Education

High school diploma/GED

Tools

Microsoft Office

Job description

Member Relationship Advocate I/II (Personal Banker/Happy Valley)

Join to apply for the Member Relationship Advocate I/II (Personal Banker/Happy Valley) role at Rivermark Community Credit Union

Member Relationship Advocate I/II (Personal Banker/Happy Valley)

1 week ago Be among the first 25 applicants

Join to apply for the Member Relationship Advocate I/II (Personal Banker/Happy Valley) role at Rivermark Community Credit Union

This job posting will close on Wednesday, June 18, 2025

Join our team

Rivermark Community Credit Union and Advantis Credit Union officially merged in 2024, coming together for good as Rivermark Community Credit Union. Our united mission is to be the leader in fostering financial wellness for our members and the community across Oregon and SW Washington, including historically marginalized and underserved populations.

Rivermark is committed to transforming lives and communities together. So, if you’re looking for a career where meaningful work, inclusion, value, and recognition are paramount, then you belong here.

Our commitment to inclusion

Rivermark celebrates differences and fosters an environment where individuals can show up every day as their authentic selves. It’s part of our fundamental commitment to a culture of belonging for our employees, members, and community partners. See what inclusion looks like at Rivermark, and learn more on our website.

Primary Responsibilities:

As a Member Relationship Advocate I or II you will focus on improving the financial lives of members by building strong relationships, delivering exceptional service, recommending and providing product and service solutions for member needs. Responsibilities include opening new accounts, servicing existing accounts and occasionally conducting financial transactions. As an MRA II you will also open business accounts and loans.

Must Haves:

• High school diploma/GED required.
• Excellent communication and customer service skills.
• Ability to represent the credit union to members and business partners in a friendly, positive, and professional manner, consistent with that of the Credit Union at all times.
• Strong written, verbal and interpersonal skills.
• Ability to accurately interpret and apply the credit union’s policies and operational procedures.
• Maintains high standards in areas of security, accuracy, thoroughness, completeness and neatness of documentation, system input, and correspondence. Able to maintain high levels of confidentiality.
• Strong organization, planning and prioritization skills.
• Ability to learn and maintain thorough knowledge of the Credit Union’s products and services.
• Ability to effectively sell credit union products and services to members, using consultative selling skills to define and recommend enhancements to the member's financial services.
• Proficient in using personal computers, particularly Microsoft Office products such as Word and Excel. Must be technologically savvy, with the ability to quickly learn new systems and software applications.
• Flexibility to deal with unexpected events and occasionally attend meetings and events that may occur outside of regularly scheduled work hours.
• Must be available to work branch hours, including Saturdays.
  
  

MRA I:

• Minimum one-year previous experience in retail financial services, retail sales environment, or a customer service position.
  
  

MRA II:

• Minimum two years’ experience in retail financial services required.
  
  

Nice To Haves:

MRA 1:

• Financial industry experience preferred.
• Bilingual skills a plus.
  
  

MRA II:

• Experience with consumer loans preferred.
• Bilingual skills a plus.
  
  

We offer a competitive benefits package designed to support your well-being and professional growth. Visit our benefits page to learn more.

Rivermark Community Credit Union is proud to be an Equal Opportunity Employer that celebrates diversity. We acknowledge the challenges in our industry and strive to develop an inclusive culture where all individuals are valued and respected.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Other

Job function

• Job function

  Management and Manufacturing

• Industries

  Banking

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