Job Information
WorkSource Oregon Personal Video Member Specialist I in OREGON CITY, Oregon
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. 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.