Personal Video Member Specialist I

This job posting will close on March 17th, 2025. 

Join our team

Rivermark Community Credit Union and Advantis Credit Union officially merged in 2024, coming together for good as Rivermark Community Credit Union. Our united mission is to be the leader in fostering financial wellness for our members and the community across Oregon and SW Washington, including historically marginalized and underserved populations.

Rivermark is committed to transforming lives and communities together. So, if you’re looking for a career where meaningful work, inclusion, value, and recognition are paramount, then you belong here.

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:

Improves the financial lives of members by building strong relationships, delivering exceptional service, and recommending and providing product and service solutions for member needs. Engages members through digital platforms, including video, phone, chat, and email. Responsibilities include opening new accounts, providing services for existing accounts, and conducting financial transactions. The Personal Video Specialist focuses on consumer memberships and accounts, utilizing professional, consultative selling skills that ensure product and service solutions that are in the best interest of members.

Must Haves:

• High school diploma/GED required.
• Excellent communication and customer service skills.
• Ability to provide outstanding service through digital platforms by effectively engaging members, understanding their needs, and delivering tailored solutions that enhance their financial well-being.
• Skilled in using video technology, and other digital platforms to assist members with transactions and account management, including troubleshooting online banking issues and providing technical support.
• Demonstrated ability to conduct needs discovery conversations that identify member financial goals and match them with appropriate products and services, utilizing consultative selling techniques.
• Capable of taking full ownership of member interactions, including handling escalations and collaborating with other teams to ensure timely and satisfactory resolution of member issues
• Ability to learn and maintain thorough knowledge of the credit union’s products and services.

Nice to Haves:

PVMS I:

• Financial industry experience preferred.
• Bilingual skills a plus.