Credit Union:

Rivermark Community Credit Union

Region:

Oregon City

Closing:

4/30/2025

Learn More

Job Description:

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. 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 able to work 10:00 AM-7:00 PM Monday-Friday and some Saturdays.
  • Hybrid work schedule after initial 90-day training on-site.

  Nice-to-haves:

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