Member Experience Advisor I - Banking & Loans

Navigant Credit Union; Cumberland (RI); In loco; USD 55.000 - 70.000; Tempo pieno

Descrizione del lavoro

Navigant Credit Union in Rhode Island is seeking a Member Relationship Advisor I to deliver personalized service and help members achieve their financial goals.

You will assist with transactions, open accounts, and guide members through loan options while maintaining compliance and a focus on member experience. This role emphasizes cross-selling, teamwork, and community engagement within a branch environment.

Competenze

• Proficient with Microsoft Word, Excel, Outlook and online banking tools.
• Clear verbal and written communication to explain products to members.
• Ability to multitask and stay organized in a fast-paced environment.
• Collaborative mindset and willingness to travel within footprint.

Mansioni

• Assist members in-person, over the phone, and online with transactions.
• Help members open accounts and explain banking products and services.
• Process loan applications, collect documents, provide status updates.
• Ensure compliance with applicable banking regulations and risk controls.
• Collaborate with branch team to deepen member relationships.

Conoscenze

Tech-Savvy

Communication

Organizational Skills

Team-Oriented

Formazione

High school diploma or GED

Descrizione del lavoro

Navigant Credit Union in Rhode Island is seeking a Member Relationship Advisor I to deliver personalized service and help members achieve their financial goals.

You will assist with transactions, open accounts, and guide members through loan options while maintaining compliance and a focus on member experience. This role emphasizes cross-selling, teamwork, and community engagement within a branch environment.