Member Relationship Advocate II (Lombard)

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

Benefits offered by this job

Benefits package

Job summary

Rivermark Community Credit Union is seeking an energetic professional in Portland, OR to open consumer and business accounts, service loans, and guide members with personalized financial solutions. You will build trusted relationships, deliver exceptional service, and process transactions with accuracy.

Ideal candidates bring 2+ years in retail financial services, strong communication, and a flair for consultative selling while representing the credit union professionally.

Qualifications

• High school diploma/GED required.
• Minimum two years’ experience in retail financial services.
• 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 interpret and apply the Credit Union’s policies and procedures.
• Maintains high standards of documentation, security and confidentiality.
• Ability to work Saturdays.

Responsibilities

• Focused on improving the financial lives of members by building relationships, delivering exceptional service, and recommending products and services.
• Open consumer and business accounts and loans, service existing accounts and loans, and handle financial transactions as needed.
• Advise and advocate for solutions using consultative selling to meet members’ best interests.

Skills

Customer service

Relationship building

Strong communicator

Sales skills

Financial services

Tech savvy

Education

High school diploma/GED

Tools

Microsoft Office

Excel

Job description

Job DetailsJob Location: Lombard - Portland, OR 97203Salary Range: $25.23 - $34.00 HourlyThis job posting will close on Wednesday, September 16, 2026

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.

QualificationsMust 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.
• Abilityto maintain high levels of confidentiality.
• Strong organization, planning and prioritizationskills.
• 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.

Why Choose Us

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.