Virtual Member Advisor

This position includes a $1,000 Hiring Bonus!  Come join our team!  

THIS POSITION IS AN ON-SITE POSITION AT OUR NEW OREGON CITY CAMPUS.

“We have an excellent opportunity in our Member Solutions Center for a Virtual Member Advisor (Video Teller) 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 real 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

The Video Teller oversees assisting members with their financial transactions, servicing existing accounts and building member relationships through video conferencing and email.  The VMA maintains a thorough knowledge of credit union products and services and uses consultative selling to identify cross-sell opportunities. A courteous, professional demeanor, ability to effectively communicate via email and video conference, and a high level of integrity are essential to this role. 

Primary Responsibilities: 

• Displaying an engaging, on-screen presence, positive attitude, and effective communication style through video conferencing. 
• Providing prompt, efficient, and accurate service to members while processing their transactions. 
• Effectively assisting members with a wide variety of transactions, account maintenance, troubleshooting online banking issues, and handling general inquiries and information requests. 
• Learning and maintaining technological skills for the operation of the Interactive Teller Machine (ITM). 
• Handling email correspondence in a professional manner; answering to member requests and inquiries promptly via email. 
• Ability to balance and prioritize a variety of tasks and member service issues.

Must-haves: 

• High school diploma or equivalent. 
• 1+ years previous customer service experience required.
• Demonstrated ability to process transactions accurately and efficiently. 
• Ability to learn and apply new technologies, processes, and procedures in a timely manner. 
• Must possess a professional demeanor and ability to effectively communicate via email and video conference. 
• Must be available to work branch hours, including Saturdays.

Nice to Haves:

• 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 over90 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.