Member Relationship & Lending Advisor

Navigant Credit Union; Central Falls (RI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Incentives

Health benefits

401(k) plan

Tuition reimbursement

Job summary

Navigant Credit Union is seeking a Member Relationship Advisor I in Rhode Island. You will engage members across in-person, phone, and online channels, handling deposits, withdrawals, transfers, and address changes while promoting suitable banking products and services.

You'll help members with loan applications, document collection, and updates. A strong service mindset, compliance awareness, and team collaboration are essential for success in this role.

Qualifications

• High school diploma or GED required.
• Proficient with Word, Excel, Outlook; banking software is a plus.
• Ability to multitask and stay organized in a fast-paced environment.

Responsibilities

• Assist members in-person, over the phone, and online with transactions.
• Cross-sell products and explain banking options to meet financial needs.
• Guide members through loan applications, docs, and updates on status.

Skills

Tech-Savvy

Communication

Organizational

Team-Oriented

Education

High school diploma or GED

Tools

Microsoft Office

Banking software

Job description

Navigant Credit Union is seeking a Member Relationship Advisor I in Rhode Island. You will engage members across in-person, phone, and online channels, handling deposits, withdrawals, transfers, and address changes while promoting suitable banking products and services.

You'll help members with loan applications, document collection, and updates. A strong service mindset, compliance awareness, and team collaboration are essential for success in this role.