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RIVERMARK COMMUNITY CREDIT UNION

Member Relationship Advocate I or II (Fruit Valley)

Career Insights for Financial Services Representative

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What they do

A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.

$77,770 / year median in Washington

-9% projected decline

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Job Description

Member Relationship Advocate I or II (Fruit Valley)
RIVERMARK COMMUNITY CREDIT UNION - 3.4
Vancouver, WA Job Details $22.88 - $34.00 an hour 1 day ago Qualifications Customer communication Financial sales Financial services customer support Confidential information handling Word embeddings Promoting bank products High school diploma or GED Desktop applications Productivity software Solution selling approach Technical Proficiency Promoting bank services Full Job Description Join our team At Rivermark, we're more than a financial institution we're a community of passionate people committed to transforming lives and communities together . We're 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. Our commitment to inclusion Rivermark celebrates differences and fosters an environment where individuals can show up every day as their authentic selves. It's 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:
As a Member Relationship Advocate I or II you will focus on improving the financial lives of members by building strong relationships, delivering exceptional service, recommending and providing product and service solutions for member needs. Responsibilities include opening new accounts, servicing existing accounts and occasionally conducting financial transactions. As an MRA II you will also open business accounts and loans.
Must Haves:
High school diploma/GED required. Excellent communication and customer service skills. 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 union's 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 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.
MRA I:
Minimum one-year previous experience in retail financial services, retail sales environment, or a customer service position.
MRA II:
Minimum two years' experience in retail financial services required. Nice to
Haves:
MRA 1: Financial industry experience preferred. Spanish speaking skills a plus
MRA II:
Experience with consumer loans preferred. 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.