Member Service Representative I (Beaverton, OR)

RIVERMARK COMMUNITY CREDIT UNION•Beaverton, OR

2d•$23 - $31•Hybrid

About The Position

At Rivermark, we are more than a financial institution, we are a community of passionate people committed to transforming lives and communities together. We are a proudly progressive credit union that values diversity, equity, and inclusion, and we celebrate the differences that make each of us unique. At Rivermark, we foster an environment where every employee can show up as their authentic self and feel a genuine sense of belonging. We’re deeply dedicated to serving historically marginalized and underserved communities, empowering our members to achieve their dreams through innovation, compassion, and personalized financial solutions. We believe that when our employees thrive, our members and communities thrive too. That’s why we’ve built a culture rooted in collaboration, growth, and inclusion, where your ideas are valued, your voice matters, and your work truly makes a difference. If you’re looking for a career with purpose and want to join a team that’s shaping a brighter, more inclusive financial future for everyone, we’d love to have you join us. 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.

Requirements

High school diploma/GED required.
Minimum one year of call center, customer service or sales experience required.
Financial institution experience preferred.
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 7:45 a.m. to 4:45 p.m. or 8:45 a.m. to 5:45 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 is a plus.

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.