Navigant Credit Union
Member Relationship Advisor I - (Universal Banker)
Navigant Credit Union, North Smithfield, Rhode Island, United States, 02896
divh2Member Relationship Advisor I - (Universal Banker)/h2pAs a Member Relationship Advisor I. at Navigant Credit Union, youll be on the front lines of helping our members with their financial needs and supporting a positive and personalized experience. Were looking for someone to play an active role in the following areas:/pulliDelivering Outstanding Service: Help members in-person, over the phone, and online. Process transactions such as deposits, withdrawals, account transfers, and address changes./liliCross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. Develop an understanding of all consumer lending products and proactively identify opportunities to cross-sell beneficial products and services./liliLoan Processing
Member Support: Help members complete loan applications, collect necessary documentation, and provide updates on loan status. Originate and close NCUs Smart Start, Cash Reserve Lines of Credit, and Personal Unsecured consumer loans. Ensure members understand their loan terms and next steps./liliProblem-Solving
Advocacy: Address member inquiries and concerns with empathy, ensuring each interaction aligns with our core values. Maintain knowledge of and adhere to all applicable compliance, operational, and risk controls, with particular attention to the Bank Secrecy Act (BSA) and the SAFE Act./liliTeam Collaboration: Work closely with colleagues to ensure seamless service and contribute to a positive team environment. Collaborate with branch team and business partners to acquire and deepen member relationships./liliSales
Community Engagement: Work towards meeting annual sales and service goals. Act as a Navigant Credit Union ambassador in the community and at business-related functions. Manage a book of business, set appointments, and follow up on referrals./li/ulpWhat Were Looking For/ppstrongEducation/strong/pulliHigh school diploma or GED required./li/ulpstrongQualifications/strong/pullistrongTech-Savvy:/strong Proficient with Microsoft Word, Excel, Outlook, and online tools. Experience with banking software is a plus./lilistrongCommunication:/strong Strong verbal and written skills to explain financial products in a clear, accessible way. Must be service-oriented and willing to educate members on products and services that will benefit their financial well-being./lilistrongOrganizational Skills:/strong Ability to multitask and be detail-oriented in a fast-paced environment./lilistrongTeam-Oriented:/strong Collaborative mindset, eager to contribute to a positive, member-focused team. Must be able to travel within the credit unions footprint based on business needs./li/ulpstrongPreferred Skills/strong/pullistrongSales Skills:/strong Ability to recommend products and services based on member needs./lilistrongBanking Experience:/strong 2 years in member service and/or teller area of a credit union or other financial institution./lilistrongLoan Processing:/strong Understanding of loan origination, underwriting, and documentation./li/ulpstrongWhy Youll Love Working at Navigant Credit Union/strong/pullistrongCompetitive Salary + Incentives:/strong Earn a competitive salary with performance-based incentives./lilistrongComprehensive Benefits:/strong Health, dental, vision coverage, 401(k) plan, tuition reimbursement, etc./lilistrongCareer Growth:/strong Ongoing training and professional development opportunities to grow your career/lilistrongWork-Life Balance:/strong Enjoy paid time off, paid volunteer hours, and a supportive work environment that values your time and energy/li/ulpNavigant Credit Union is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and encourage individuals from all backgrounds to apply./ppPeople helping people is what makes Navigant Credit Union truly special. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915. At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England. Our success is founded upon our community-based values and our belief in putting people first. These are just a few of the reasons why Navigant Credit Union has been named Rhode Islands Best Place to Work year-after-year by the Providence Business News./ppOur Core Values of Leadership, Unity, Caring, and Integrity are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees. Navigant Credit Union prides itself on investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including robust medical and dental plans, vision benefits, 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and more./ppIf you believe youd be a great fit, and are interested in joining our team, check out our open positions and apply today!/p/div
Member Support: Help members complete loan applications, collect necessary documentation, and provide updates on loan status. Originate and close NCUs Smart Start, Cash Reserve Lines of Credit, and Personal Unsecured consumer loans. Ensure members understand their loan terms and next steps./liliProblem-Solving
Advocacy: Address member inquiries and concerns with empathy, ensuring each interaction aligns with our core values. Maintain knowledge of and adhere to all applicable compliance, operational, and risk controls, with particular attention to the Bank Secrecy Act (BSA) and the SAFE Act./liliTeam Collaboration: Work closely with colleagues to ensure seamless service and contribute to a positive team environment. Collaborate with branch team and business partners to acquire and deepen member relationships./liliSales
Community Engagement: Work towards meeting annual sales and service goals. Act as a Navigant Credit Union ambassador in the community and at business-related functions. Manage a book of business, set appointments, and follow up on referrals./li/ulpWhat Were Looking For/ppstrongEducation/strong/pulliHigh school diploma or GED required./li/ulpstrongQualifications/strong/pullistrongTech-Savvy:/strong Proficient with Microsoft Word, Excel, Outlook, and online tools. Experience with banking software is a plus./lilistrongCommunication:/strong Strong verbal and written skills to explain financial products in a clear, accessible way. Must be service-oriented and willing to educate members on products and services that will benefit their financial well-being./lilistrongOrganizational Skills:/strong Ability to multitask and be detail-oriented in a fast-paced environment./lilistrongTeam-Oriented:/strong Collaborative mindset, eager to contribute to a positive, member-focused team. Must be able to travel within the credit unions footprint based on business needs./li/ulpstrongPreferred Skills/strong/pullistrongSales Skills:/strong Ability to recommend products and services based on member needs./lilistrongBanking Experience:/strong 2 years in member service and/or teller area of a credit union or other financial institution./lilistrongLoan Processing:/strong Understanding of loan origination, underwriting, and documentation./li/ulpstrongWhy Youll Love Working at Navigant Credit Union/strong/pullistrongCompetitive Salary + Incentives:/strong Earn a competitive salary with performance-based incentives./lilistrongComprehensive Benefits:/strong Health, dental, vision coverage, 401(k) plan, tuition reimbursement, etc./lilistrongCareer Growth:/strong Ongoing training and professional development opportunities to grow your career/lilistrongWork-Life Balance:/strong Enjoy paid time off, paid volunteer hours, and a supportive work environment that values your time and energy/li/ulpNavigant Credit Union is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and encourage individuals from all backgrounds to apply./ppPeople helping people is what makes Navigant Credit Union truly special. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915. At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England. Our success is founded upon our community-based values and our belief in putting people first. These are just a few of the reasons why Navigant Credit Union has been named Rhode Islands Best Place to Work year-after-year by the Providence Business News./ppOur Core Values of Leadership, Unity, Caring, and Integrity are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees. Navigant Credit Union prides itself on investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including robust medical and dental plans, vision benefits, 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and more./ppIf you believe youd be a great fit, and are interested in joining our team, check out our open positions and apply today!/p/div