Member Relationship Advisor I - (Universal Banker)

Navigant Credit Union; Wakefield (RI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive Salary + Incentives

Comprehensive Benefits

Career Growth

Work-Life Balance

Job summary

Navigant Credit Union in Rhode Island invites you to join as a Member Relationship Advisor I, helping members with daily banking needs in person, by phone, and online. You'll process deposits, withdrawals, transfers, and address changes while guiding them through product options.

You’ll cross-sell and support lending products, assist with loan applications, and ensure a smooth, compliant member experience. The role emphasizes teamwork, community engagement, and delivering exceptional service.

Qualifications

• High school diploma or GED required.
• Tech‑savvy with proficiency in Word, Excel, Outlook; banking software a plus.
• Strong verbal and written communication; service‑oriented.
• Ability to multitask and stay organized in a fast-paced environment.
• Team player with willingness to travel within the credit union’s footprint.

Responsibilities

• Assist members in person, over the phone, and online with transactions.
• Open new accounts and cross-sell products and services.
• Process loan applications, collect documents, and provide loan status updates.
• Explain loan terms clearly and guide next steps.
• Collaborate with branch teams to deepen member relationships.
• Meet annual sales and service goals and participate in community engagement.

Skills

Tech‑Savvy

Communication

Organizational Skills

Team‑Oriented

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

Outlook

Banking software

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

• 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

People helping people is what makes Navigant Credit Union truly special. Our mission is to improve the financial well‑being of the families, businesses, and communities we serve, and have been since our founding in 1915.

At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England. Our success is founded upon our community‑based values and our belief in putting people first. These are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year‑after‑year by the Providence Business News.

Our Core Values of "Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees.

Navigant Credit Union prides itself on investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best‑in‑class benefits package including robust medical and dental plans, vision benefits, 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and more.