Operations Complex Account Services Specialist I

This job posting will close on Thursday, January 23rd, 2025.

We have an excellent opportunity in Retail Operations Services for an Operations Complex Account Services Specialist I to join our team. 

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:

Provides expert advice to staff on operational compliance, including complex membership and deposit accounts, deceased member situations, legal documentation review, and policy interpretation. Independently reviews and assesses the acceptability of legal documents, weighing risks to the credit union and ensuring member satisfaction. Assists employees and members through help desk channels, offering informed recommendations while identifying potential system issues. Responsibilities include handling deceased member, business, and tax-deferred accounts, performing account maintenance, and fulfilling back-office service requests.

Must-haves:  

• Bachelor’s Degree in related field, or equivalent combination of education and relevant experience required. 
• Minimum two years’ experience in a financial institution and one year previous experience in an operational role at a financial institution required.
• Excellent service and problem-solving skills. 
• Capable of working independently; understands when to seek additional support and resources.
• Ability to remain focused and perform tasks/analyze documents and information with a high degree of accuracy. 
• Strong skills in consistently analyzing information, documents and the overall situation.
• Effective partnering with other stakeholders, communicating relevant information, and finding workable solutions that support business objectives.
• Excellent organization, planning and prioritization skills.
• Proficient in use of personal computer, particularly word processing and spreadsheet programs such as Microsoft Word and Excel. 
• Must be technologically savvy, with the ability to quickly learn new systems and software applications.
• Ability to work between the hours of 8:00 a.m. to 6:00 p.m. M - F, and rotating Saturdays. 

Nice to Haves:

• Experience with complex membership and deposit account types (i.e. Trusts, businesses, IRA/HSA) preferred.

Why choose us 

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.