Credit Union:

InRoads Credit Union


St. Helens




Contact: Amy Howard
Email: [email protected]
Phone: (503) 366-6310

Job Description:

This role will require an Associate’s degree in a business-related field (preferred), with a minimum of or 2- years’ experience in a financial institution in the loan, mortgage or deposit account areas, is required. Or 3-year previous experience working in a member facing role in a credit union or other financial industry, may be considered.


A successful LIVE Advisor I should be equipped with the following:


  • Knowledge of consumer account and loan products and services and products offered by the Credit Union
  • Knowledge of department software, such as, but not limited to Pop-IO, XP2, MeridianLink and Encompass
  • Understanding of Credit Union philosophy, our organization, bylaws, and operational procedures
  • The ability to comply with the requirements of the Bank Secrecy Act, AML, and OFAC as it specifically relates to the job functions and other regulations that pertain to job responsibilities
  • Experience with spreadsheets, word processing, Outlook, and database software applications is required
  • Ability to maintain composure while under pressure and interact with members using video technology, by telephone, and through other communication methods using active listening skills and excellent teamwork
  • Must be reliable in creating highly accurate work results, meeting strict deadlines, and prompt and friendly service delivery
  • Requires working with others in a group or team and the ability to remain flexible despite interruptions and/or routine changes to priorities and/or job duties
  • Must be comfortable communicating with video technology
  • Must have the ability to work a Monday through Saturday, with Saturday being a primary work day and be bondable