Digital Services Advisor - Contact Center

Navigant Credit Union; Oklahoma; On-site; USD 32,000 - 42,000; Full time

Job summary

Navigant Credit Union is seeking a member services specialist to deliver exceptional customer support across chat, phone, and Interactive Banking Kiosk. You will resolve inquiries on deposits, loans, wires, and digital banking while promoting credit union products.

The role emphasizes accurate, high‑quality service with a focus on cross‑selling related products and maintaining strong member relationships.

Qualifications

• 3+ years' experience in customer service, preferably in a financial institution or member service center.
• Knowledge of Credit Union products, services, policies, and procedures; selling them is a plus.
• Excellent listening, analytical, and communication skills.

Responsibilities

• Provide member services via live chat, phone, and IBK; handle inquiries on transactions, wires, digital banking, deposits, loans, and credit cards.
• Serve as SME for credit card servicing inquiries.
• Monitor and process service requests from online banking and email.
• Support loan payments via third‑party servicing platforms.
• Perform daily quality checks and report outcomes.

Skills

Customer service

Communication skills

Multitasking

PC proficiency

Bilingual

Education

High school diploma/GED

AA degree preferred

Tools

Microsoft Office

Job description

About The Role

Under general supervision, but following established policies and procedures, performs a broad range of member services. Delivers exceptional customer service, aligned with the Credit Union's core values and mission statement. Serves as an advocate for members and is an integral contributor to the credit union's member experience. Meets all established sales and service goals. Provides member support via email, chat, Interactive Banking Kiosk (IBK), and the telephone. Serves as the primary member-facing contact for all credit card servicing needs via telephone, ensuring timely, accurate, and high-quality support throughout the member experience.

What You Will Do

• Provides service to members through incoming live chat, telephone, and IBK. Assists with items including but not limited to, transaction inquiries, wires, digital banking, deposit account inquiries, loan inquiries, and credit card inquiries.


• Serves as a subject matter expert for member inquiries about credit card servicing.


• Monitors, reviews, and completes service requests received through online banking and email.


• Assists with maintenance of loan payments through 3rd party servicing platform.


• Performs limited quality control via daily reporting.


• Completes all Digital Branch wire callbacks according to the established callback procedure.


• Reviews and assists the Member Experience Officer with feedback submissions. Performs member outreach as needed.


• Provides back-up support as needed via the telephone channel for the Contact Center Member Service Advisor team.


• Analyzes member relationships to optimize existing products and services and deepen relationships by cross selling of relevant products and services.


• Performs other member service and administrative duties as assigned by the Assistant Manager or Manager.

QUALIFICATIONS

Education

• High school diploma or equivalent (GED) education required; AA Degree in related field or equivalent work experience PREFERRED.

Experience/Skills/Knowledge

• 3+ years' experience providing customer service and support required, preferably at a financial institution in a Member Service Contact Center environment.


• Demonstrated knowledge of Credit Union products, services, policies, and procedures, and ability to sell them preferred.


• Exceptional listening and analytical skills required.


• Must have strong service orientation skills in alignment with the Credit Union's mission and core values.


• Excellent verbal, written, telephone, and interpersonal communication skills required.


• Excellent organization and problem-solving skills


• Strong interpersonal and relational skills required.


• Must have PC proficient, including Microsoft Office (Word, Excel, PowerPoint, Outlook) and the Internet


• Must have the ability to handle multiple projects/priorities simultaneously with an effective outcome


• Must have the ability to deal with highly confidential information


• Must have the ability to function in a financial institution branch/office environment and utilize standard office equipment, including but not limited to: PC, fax, copier, telephone, etc. Ability to lift a minimum of 25 lbs. (e.g., file boxes)


• Bilingual skills are a plus.

ABOUT

People 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 Island's Best Place to Work\" year-after-year by the Providence Business News.

Our 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.