Credit Union:

Advantis Credit Union

Region:

Portland, OR

Closing:

2/29/2024

Job Description:

“We have an excellent opportunity at our Fremont Branch for a Relationship Advisor or Relationship Manager to join our team!” 

Our vision is to be the best financial institution our members can choose and the best place our employees have ever worked, which means you will have meaningful opportunities for personal growth. If you are looking for a different kind of career experience, doing work you can be proud of in an environment where you feel recognized, valued, and included You belong here!

We are committed to creating a community where differences are celebrated, and individuals can bring their full selves to Advantis. These commitments are key to fulfilling our ultimate mission of building a culture of belonging for all within the Advantis community. To learn more about inclusion at Advantis, please visit our website.

As a Relationship Advisor or Relationship Manager, you will listen to identify member needs and use your products and services knowledge utilizing a consultative approach, providing solutions that are in the best interest of our members, delivering an exceptional member experience.  If you are passionate about providing extraordinary customer service, motivated to learn and grow, and a strong team player, we want you on our team!

Primary Responsibilities:

  • Providing members with sound financial advice while educating them on the features and benefits of Credit Union products and services.
  • Providing prompt, efficient, and accurate service to members while processing their transactions.
  • Responding to member requests, problems, and complaints in a solution-driven manner.
  • Remaining current on Credit Union products, policies, and procedures as well as State and Federal regulations and guidelines.

Qualifications

Relationship Advisor – Must-haves:

  • High school diploma or equivalent.
  • Excellent communication and customer service skills.
  • Must be technologically proficient, with the ability to learn new software applications quickly.

Relationship Advisor – Nice-to-haves:

  • Spanish speaking skills a plus.
  • One-year previous experience in retail financial services, retail sales environment, or customer service position with cash experience preferred

As a Relationship Manager you will also be responsible for the following:

  • Opening and processing all types of deposit and loan accounts including complex retail products such as consumer loans, debt protection/credit life insurance.
  • Acquiring and establishing relationships with consumer and small business members while expanding relationships with existing members.

Relationship Manager – Must-haves:

  • High school diploma or equivalent.
  • Excellent communication and customer service skills.
  • One year experience in retail financial services, preferably in a credit union or bank environment.
  • Requires NMLS registration upon initial employment.

Relationship Manager – Nice-to-haves:

  • Experience with consumer loans a plus.
  • Spanish speaking skills a plus.

We offer a generous benefits package for you. For more on our benefits, please visit our Benefits Page.

A Great Place to Work!

At Advantis we help our members succeed financially.  If you like to work with passion and purpose, collaborate, elevate, and celebrate, Advantis Credit Union is the place for you.  Advantis is one of Oregon’s largest member-owned financial cooperatives, serving the Portland area for over 90 years.

 
Advantis Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.