Member Relationship Advocate I or II (Personal Banker/Hawthorne)

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

Job summary

Rivermark Community Credit Union seeks a Member Relationship Advocate I or II to enhance members' financial lives through exceptional service and relationship building. This entry-level role involves account management and consultative selling of products, requiring strong communication and organizational skills.

Qualifications

• High school diploma/GED required.
• Excellent communication and customer service skills.
• Proficient in Microsoft Office products.

Responsibilities

• Open new accounts and service existing accounts.
• Conduct financial transactions and provide product recommendations.
• Represent the credit union in a professional manner.

Skills

Communication

Customer Service

Organization

Interpersonal Skills

Consultative Selling

Education

High school diploma/GED

Tools

Microsoft Office

Job description

Member Relationship Advocate I or II (Personal Banker/Hawthorne)

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Member Relationship Advocate I or II (Personal Banker/Hawthorne)

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This posting will close on Thursday, June 5, 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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