Member Relationship Advisor I - (Universal Banker)

Navigant Credit Union; Attleboro (MA); Presencial; USD 42.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive Salary + Incentives

Comprehensive Benefits

Career Growth

Work-Life Balance

Descripción de la vacante

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

You will open accounts, cross-sell relevant products, and support loan processing while addressing inquiries with empathy and adherence to regulatory controls.

Formación

• High school diploma or GED required.
• Tech-savvy with MS Word/Excel/Outlook; banking software a plus.
• Strong verbal and written communication; service-oriented.
• Must multitask in a fast-paced environment and be detail-oriented.
• Willing to travel within the credit union footprint as needed.

Responsabilidades

• Provide outstanding member service and support with empathy.
• Assist members in opening new accounts and cross-sell suitable products.
• Process loans and support member financing needs.
• Address inquiries while adhering to compliance, BSA, and risk controls.
• Collaborate with team and participate in community engagement.

Conocimientos

Tech-Savvy

Communication

Organizational Skills

Team-Oriented

Sales Skills

Banking Experience

Loan Processing

Educación

High school diploma or GED

Herramientas

Microsoft Word

Excel

Outlook

Descripción del empleo

Your Role as a Member Relationship Advisor I

As a Member Relationship Advisor I. at Navigant Credit Union, you'll be on the front lines of helping our members with their financial needs and supporting a positive and personalized experience. We're looking for someone to play an active role in the following areas:

• Delivering Outstanding Service:
• Cross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. Develop an understanding of all consumer lending products and proactively identify opportunities to cross-sell beneficial products and services.
• Loan Processing & Member Support:
• Problem-Solving & Advocacy: Address member inquiries and concerns with empathy, ensuring each interaction aligns with our core values. Maintain knowledge of and adhere to all applicable compliance, operational, and risk controls, with particular attention to the Bank Secrecy Act (BSA) and the SAFE Act.
• Team Collaboration:
• Sales & Community Engagement:

What We're Looking For

Education

• High school diploma or GED required.

Qualifications

• Tech-Savvy: Proficient with Microsoft Word, Excel, Outlook, and online tools. Experience with banking software is a plus.
• Communication: Strong verbal and written skills to explain financial products in a clear, accessible way. Must be service-oriented and willing to educate members on products and services that will benefit their financial well-being.
• Organizational Skills: Ability to multitask and be detail-oriented in a fast-paced environment.
• Team-Oriented: Collaborative mindset, eager to contribute to a positive, member-focused team. Must be able to travel within the credit union's footprint based on business needs.

Preferred Skills

• Sales Skills: Ability to recommend products and services based on member needs.
• Banking Experience: 2 years in member service and/or teller area of a credit union or other financial institution.
• Loan Processing: Understanding of loan origination, underwriting, and documentation.

Why You'll Love Working at Navigant Credit Union

Joining Navigant Credit Union means becoming part of a team that cares about your career success and well-being. As a Member Relationship Advisor I, not only will you make a direct impact on our members' financial journey, but will also receive:

• Competitive Salary + Incentives: Earn a competitive salary with performance-based incentives.
• Comprehensive Benefits: Health, dental, vision coverage, 401(k) plan, tuition reimbursement, etc.
• Career Growth: Ongoing training and professional development opportunities to grow your career
• Work-Life Balance: Enjoy paid time off, paid volunteer hours, and a supportive work environment that values your time and energy

Navigant Credit Union is an Equal Opportunity Employer

We are committed to creating a diverse and inclusive workplace and encourage individuals from all backgrounds to apply.

ABOUT US:

Navigant Credit Union puts people first. Since 1915, we've helped Rhode Islanders build stronger financial futures-and today with $4 billion in assets, we're the state's largest credit union and one of New England's most trusted.

Our award‑winning culture-recognized as Rhode Island's Best Place to Work-is rooted in our Core Values: Leadership, Unity, Caring, Integrity. They guide how we serve members and how we support each other.

We invest in our team with standout growth opportunities and a best‑in‑class benefits package, including comprehensive health coverage, a generous 401(k) match, tuition reimbursement, competitive pay, and paid volunteer days.

If you're looking for meaningful work and a mission‑driven team, explore our open roles and grow with us.