Member Experience Advisor

Navigant Credit Union; Warren (RI); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Comprehensive Benefits

Career Growth Opportunities

Paid Time Off

Community Engagement

Job summary

Navigant Credit Union is seeking a Member Relationship Advisor I to help members with their financial needs and deliver a personalized experience.

You will process transactions, assist with loan applications, cross-sell products, and collaborate with branches to deepen member relationships.

This role offers ongoing training, career growth, a supportive team, and a strong commitment to community service in Rhode Island.

Qualifications

• High school diploma or GED required.
• Proficient with Word, Excel, Outlook; banking software a plus.
• Strong verbal and written communication; service-oriented.
• Multitask and stay organized in a fast-paced environment.
• Willingness to travel within the credit union footprint.
• 2 years in member service and/or teller experience preferred.

Responsibilities

• Deliver outstanding service in person, by phone, and online.
• Cross-sell products and assist members with new accounts.
• Process loan applications and monitor loan status.
• Address member inquiries with empathy and maintain compliance.
• Collaborate with branch teams to deepen member relationships.
• Meet annual sales and service goals and engage with the community.

Skills

TechSavvy

Communication

Organizational Skills

Team-Oriented

Sales Skills

Banking Experience

Loan Processing

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Banking software

Job description

Navigant Credit Union is seeking a Member Relationship Advisor I to help members with their financial needs and deliver a personalized experience.

You will process transactions, assist with loan applications, cross-sell products, and collaborate with branches to deepen member relationships.

This role offers ongoing training, career growth, a supportive team, and a strong commitment to community service in Rhode Island.