Member Service Representative I (Beaverton, OR)

Rivermark Community Credit Union; Beaverton (OR); Hybrid; USD 32,000 - 43,000; Full time

Benefits offered by this job

Benefits package

Hybrid work model

On-site training

Job summary

Rivermark Community Credit Union is seeking a Member Service Representative in Beaverton, OR. The role focuses on handling member accounts, resolving inquiries by phone, and driving service satisfaction through consultative selling of deposits and loans.

You will support members across channels, maintain security standards, and stay current on policies. This hybrid role starts with on-site training and offers growth within a member-owned cooperative.

Qualifications

• High school diploma or GED required.
• At least 1 year of call center, customer service or sales experience.
• Ability to provide excellent member service and discuss/refer products to enhance members.
• Takes ownership of every member interaction.
• Able to multi-task across several platforms simultaneously.
• Familiar with credit union products and services.

Responsibilities

• Assist members with financial transactions through multiple channels (phone, email, etc.).
• Perform general account maintenance and handle complex requests (disputes, deceased accounts, digital banking issues).
• Build deeper member relationships and provide timely resolutions.
• Adhere to call quality standards and procedures.
• Maintain knowledge of products, services, and data processing systems.

Skills

Customer service

Call center

Sales experience

Multitasking

Communication

Problem solving

Ownership mindset

Education

High school diploma/GED

Tools

CRM system

Job description

Job Details

Job Location: Beaverton - Beaverton, OR 97008

Salary Range: $22.88 - $31.00 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.

Position overview

The Member Service Representative is responsible for handling existing member accounts, building strong relationships, and delivering exceptional member service. Assists members by phone with account maintenance, disputes, general loan inquiries, and IRAs. Employs strong communication skills to identify key needs and achieve effective resolutions. Uses consultative selling techniques to identify opportunities and offer recommendations on deposit accounts, loans, and services to enhance member relationships. Keeps current on Credit Union policies, procedures, and offerings to provide accurate and knowledgeable support.

Primary Responsibilities

• Assists members with financial transactions through multiple channels within the Contact Center. Includes, but not limited to phone, follow up with partners, faxes and emails.
• Assists members with general account maintenance and servicing accounts. Handles complex requests, such as, but not limited to disputes, deceased member accounts, digital banking troubleshooting including lock & unlock of access. Works with internal partners for advanced issues and complaint handling.
• Effectively uses available resource materials and engages additional assistance as necessary to arrive at a resolution. Ensures quick and appropriate responses to member requests and build deeper member relationships. Provides exceptions on member accounts and requests per access levels for this position when appropriate.
• Adheres to call quality requirements on each call or interaction set by Credit Union procedures.
• Ensures adherence to Credit Union policies and Procedures. Ensures effective and up-to-date documentation. Adhering to the security requirements and verification. Identifying and responding to red flags in an appropriate and throughout manner.
• Maintains a working knowledge of the credit union’s products, services, data processing system, including accessing information on the web, knowledge base system and intranet.

Qualifications Must-haves

• High school diploma/GED required.
• Minimum one year of call center, customer service or sales experience required.
• Strong ability to provide excellent member service and effectively discuss/refer credit union products and services to recommend enhancements to members.
• Takes ownership of every member interaction, whether it requires a call back, extended research or assistance.
• Ability to multi-task and work seamlessly and efficiently across several different platforms simultaneously.
• In-depth understanding of all credit union products and services.
• Research and problem-solving skills to identify and resolve issues.
• Must be available to work 10 a.m. to 7:00 p.m., Monday-Friday, and some Saturdays 9:30 a.m. to 6:00 p.m.
• Initial 70+ days of training on-site.
• This position is a hybrid work model.

Nice-to-haves

• Spanish speaking skills a plus.
• Financial institution experience preferred.

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.