Member Relationship Advocate II (Gresham East & West/Happy Valley Area)

Rivermark Community Credit Union; Happy Valley (OR); On-site; USD 36,000 - 48,000; Full time

Job summary

Rivermark Community Credit Union in Oregon seeks a customer-focused professional to open consumer and business accounts and loans, service existing accounts, and offer product solutions. The role emphasizes consultative selling and delivering exceptional member service.

The ideal candidate will have at least two years in retail financial services, excellent communication, and the ability to maintain accurate records while upholding credit union policies. Saturday availability is preferred.

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.
• Strong written, verbal and interpersonal skills.
• Ability to interpret and apply credit union policies and procedures.
• Maintains confidentiality and accuracy in documentation.

Responsibilities

• Open consumer and business accounts and loans.
• Service existing accounts and loans.
• Provide product and service solutions using consultative selling.
• Advise and advocate for member financial needs.
• Represent the credit union in a friendly, professional manner.

Skills

Communication

Customer service

Interpersonal skills

Microsoft Office

Sales/consultative selling

Spanish (nice to have)

Education

High school diploma/GED

Tools

Microsoft Office

Job description

Grow with Purpose at Rivermark

Rivermark Community Credit Union is a local, not-for-profit financial cooperative serving communities across Oregon and Washington. As a member-owned organization, we help people build stronger financial futures through better rates, lower fees, and personalized financial solutions.

Our purpose is simple: we transform lives and communities together. That same commitment extends to our employees. We've built a culture where people feel valued, supported, and empowered to grow. We celebrate diverse experiences and perspectives and strive to create an environment where everyone feels a genuine sense of belonging and can show up as their authentic self.

Build your career where you belong and help strengthen the communities you call home. At Rivermark, you'll grow with purpose, support your neighbors, and be part of something bigger.

Primary responsibilities:

Focused on improving the financial lives of members by building strong relationships, delivering exceptional service, and recommending and providing product and service solutions for member needs. Responsible for opening consumer and business accounts and loans, servicing existing accounts and loans, and occasionally conducting financial transactions. Utilizing professional, consultative selling skills, advises and advocates for product and service solutions to that are in the best interest of the members.

Qualifications

Must Haves:

• - High school diploma/GED required.
• - Minimum two years experience in retail financial services required.
• - Excellent communication and customer service skills.
• - Experience with consumer loans.
• - Ability to represent the credit union to members and business partners in a friendly, positive, and professional manner.
• - Strong written, verbal and interpersonal skills.
• - Ability to accurately interpret and apply the credit unions policies and operational procedures.
• - Maintains high standards in areas of security, accuracy, thoroughness, completeness and neatness of documentation, system input, and correspondence.
• - Ability to maintain high levels of confidentiality.
• - Strong organization, planning and prioritization skills.
• - Ability to learn and maintain thorough knowledge of the Credit Unions 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.

Nice to Haves:

• - Spanish speaking 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.