Member Experience Advisor I — Growth & Benefits

Navigant Credit Union; Woonsocket (RI); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Competitive Salary & Incentives

Comprehensive Benefits

Career Growth

Work-Life Balance

Job summary

Navigant Credit Union in Rhode Island is seeking a Member Relationship Advisor I to provide frontline service across in-branch, phone, and online channels. You will open accounts, cross-sell appropriate products, and assist with loan applications, collections of documents, and status updates.

You’ll ensure compliance with BSA and SAFE Act while building strong member relationships. You will collaborate with colleagues to deliver seamless service, meet annual sales goals, and act as an ambassador

Qualifications

• High school diploma or GED required.
• Proficient with MS Word, Excel, Outlook and online tools.
• Strong verbal and written communication; service-oriented.
• Ability to multitask in a fast-paced environment; travel within footprint.

Responsibilities

• Deliver outstanding service in-person, over the phone, and online.
• Assist members with opening new accounts and cross-sell products.
• Process loan applications, collect documentation, provide updates on status.
• Originate and close certain loans; explain terms and next steps.
• Address inquiries with empathy; ensure compliance with BSA and SAFE Act.
• Collaborate with branch team and business partners to deepen relationships.
• Meet annual sales and service goals and represent the credit union in the community.

Skills

Tech-savvy

Communication

Organizational skills

Team-oriented

Education

High school diploma or GED

Tools

Microsoft Word

Excel

Outlook

Banking software

Job description

Navigant Credit Union in Rhode Island is seeking a Member Relationship Advisor I to provide frontline service across in-branch, phone, and online channels. You will open accounts, cross-sell appropriate products, and assist with loan applications, collections of documents, and status updates.

You’ll ensure compliance with BSA and SAFE Act while building strong member relationships. You will collaborate with colleagues to deliver seamless service, meet annual sales goals, and act as an ambassador