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

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,