Float Member Relationship Advocate I or II

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 youre 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. Its 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:

This position is 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.

Travels to different credit union locations to support branch operations, contact center, video teller, and video banking functions, as required.

Performs job responsibilities for the positions assigned. Responsibilities include opening new accounts, servicing existing accounts, 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.

Must Haves:

• High school diploma/GED required.
• Minimum one-year experience in retail banking or credit union environment, with a proven track record in one of the following areas: physical branch, contact center, or virtual settings.
• Ability to perform assigned positions within the retail network and be able to conduct work in-person and through video or online channels.
• 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 unions 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 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 flexible to work branch hours, including Saturdays.
• Must be able to float/travel to various locations.

Nice to Haves:

• 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.