Member Experience Banker I — Service, Loans & Growth

navigantcu; Cumberland (RI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits

Career development

Work-life balance

Job summary

Navigant Credit Union is seeking a Member Relationship Advisor I to deliver exceptional service, process transactions, and help members reach their financial goals. You will cross-sell products, assist with loan processing, and ensure compliance while building lasting member relationships.

This on-site role offers a collaborative team environment, ongoing training, and opportunities for growth within Rhode Island's largest credit union.

Qualifications

• Proficient with Microsoft Word, Excel, Outlook, and online tools.
• Strong communication to explain financial products clearly.
• Organizational skills to multitask in a fast-paced environment.
• Team-oriented with willingness to travel within the credit union's footprint.

Responsibilities

• Deliver outstanding in-person, phone, and online member service and process transactions.
• Assist with opening accounts and cross-sell products to meet member needs.
• Help members complete loan applications and provide updates on status.
• Ensure compliance with BSA and SAFE Act in interactions.

Skills

Tech-Savvy

Communication

Organizational Skills

Team-Oriented

Sales Skills

Banking Experience

Loan Processing

Education

High school diploma or GED

Tools

Banking software

Job description

Navigant Credit Union is seeking a Member Relationship Advisor I to deliver exceptional service, process transactions, and help members reach their financial goals. You will cross-sell products, assist with loan processing, and ensure compliance while building lasting member relationships.

This on-site role offers a collaborative team environment, ongoing training, and opportunities for growth within Rhode Island's largest credit union.