Member Relationship Advisor I - (Universal Banker)

Navigant Credit Union; Rhode Island; Vor Ort; GBP 22.000 - 28.000; Vollzeit

Benefits dieser Stelle

Competitive salary

Benefits package

Career growth

Work-life balance

Zusammenfassung

Navigant Credit Union seeks a Member Relationship Advisor I to deliver exceptional member service across channels, assist with account openings and loan applications, and collaborate with branches to deepen relationships. You will educate members on suitable products and stay compliant with BSA and SAFE Act while supporting team goals.

The role emphasizes teamwork, proactive outreach, and community involvement within the branch network, offering opportunities for growth and a supportive,

Qualifikationen

• High school diploma or GED required.
• Strong verbal and written communication.
• Ability to multitask in a fast-paced environment.
• Willingness to travel within the credit union footprint.

Aufgaben

• Deliver outstanding service to members in person, over the phone, and online.
• Assist with opening accounts and cross-sell banking products.
• Help members with loan applications and loan status updates.
• Ensure compliance with BSA, SAFE Act, and internal controls.
• Collaborate with branches and business partners to deepen member relationships.
• Meet annual sales and service goals and engage with the community.

Kenntnisse

Tech-savvy

Communication

Organizational Skills

Team‑Oriented

Ausbildung

High school diploma or GED

Tools

MS Word

Excel

Outlook

Banking software

Jobbeschreibung

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: Help members in-person, over the phone, and online. Process transactions such as deposits, withdrawals, account transfers, and address changes.
• 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: Help members complete loan applications, collect necessary documentation, and provide updates on loan status. Originate and close NCU's Smart Start, Cash Reserve Lines of Credit, and Personal Unsecured consumer loans. Ensure members understand their loan terms and next steps.
• 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: Work closely with colleagues to ensure seamless service and contribute to a positive team environment. Collaborate with branch team and business partners to acquire and deepen member relationships.
• Sales & Community Engagement: Work towards meeting annual sales and service goals. Act as a Navigant Credit Union ambassador in the community and at business-related functions. Manage a book of business, set appointments, and follow up on referrals.

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

• 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.