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

Rivermark Community Credit Union; Happy Valley, Gresham (OR, OR); On-site; USD 35,000 - 47,000; Full time

Job summary

Rivermark Community Credit Union in Happy Valley, OR is hiring a frontline specialist. You will build relationships, open and service consumer and business accounts and loans, and advise members on appropriate financial products.

Requirements include a high school diploma and at least two years in retail financial services, with strong communication and customer service skills. Proficiency in Microsoft Office is preferred and Saturdays availability is expected.

Qualifications

• High school diploma or GED required.
• Minimum two years in retail financial services.
• Excellent communication and customer service skills.
• Experience with consumer loans.
• Able to represent the credit union professionally to members and partners.
• Strong written, verbal and interpersonal skills.
• Maintain confidentiality and thorough documentation.

Responsibilities

• Improve members' financial lives by building relationships and providing product solutions.
• Open consumer and business accounts and loans; service existing accounts and loans.
• Provide consultative selling to match member needs with products and services.

Skills

Customer service

Retail financial services

Communication skills

Interpersonal skills

Microsoft Office

Education

High school diploma/GED

Tools

Excel

Word

Job description

Job Details: Job Location: Happy Valley - Happy Valley, OR 97086, Salary Range: $25.23 - $34.00 Hourly,

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 union's 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 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.

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.