Member Relationship Advisor I - (Universal Banker)

Navigant Credit Union; Rumford (RI); On-site; USD 48,000 - 68,000; Full time

Benefits offered by this job

Competitive salary + incentives

Comprehensive benefits

Career growth

Work-life balance

Paid volunteer hours

Job summary

Navigant Credit Union is seeking a Member Relationship Advisor I to deliver outstanding service to members in person, by phone, and online in Rhode Island. You will process transactions, assist with new accounts, and help members apply for loans while upholding compliance and risk controls.

In this role, you will build relationships, collaborate with branch teams, and contribute to meeting sales and service goals through thoughtful recommendations and community engagement.

Qualifications

• High school diploma or GED required.
• Tech-savvy with Microsoft Word, Excel, Outlook and online tools; banking software a plus.
• Strong communication to explain financial products clearly.
• Multitask in a fast-paced environment; detail-oriented.
• Willing to travel within the credit union's footprint.

Responsibilities

• Assist members in person, by phone, and online with everyday banking needs.
• Process deposits, withdrawals, transfers, and address changes.
• Open new accounts and cross-sell products and services.
• Assist with loan applications, collect documents, and update loan status.
• Originate and close Smart Start, Cash Reserve Lines of Credit, and Personal Unsecured loans.
• Provide empathetic member support while following BSA and SAFE Act compliance.
• Collaborate with branch colleagues and business partners to deepen member relationships.
• Support sales and community engagement to meet annual goals.

Skills

Tech-savvy

Communication

Organizational skills

Team-oriented

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Online tools

Job description

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

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.