Member Service Advisor - Contact Center

Navigant Credit Union; Oklahoma; On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Tuition reimbursement

Paid time off

Volunteer hours

Job summary

Navigant Credit Union is seeking a Member Service Advisor to deliver high-quality service to members, handling transactions and guiding them through our products and services.

You will build relationships, resolve inquiries, and collaborate across teams to ensure a positive member experience while contributing to revenue through referrals.

Qualifications

• 2+ years in member service, operations, or call center.
• Strong communication and confidentiality.
• Proficient with Microsoft Office; banking software a plus.

Responsibilities

• Develop meaningful relationships to understand members' financial picture and goals; cross-sell products as needed.
• Process transactions via phone, mail, email, fax, and online services; resolve inquiries with care and accuracy.
• Promote credit union products and refer members to wealth management as appropriate.
• Collaborate with branch and business partners to deepen member relationships; assist with other member services as assigned.

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Banking software

Job description

Your Role as a Member Service Advisor

As a Member Service Advisor, at Navigant Credit Union, you’ll be at the forefront of delivering high quality service to our members. The role involves performing a variety of tasks, from processing transactions to helping members understand our products and services. Your efforts will contribute to our mission of providing outstanding member experiences. We’re looking for someone to play an active role in the following areas:

• Relationship Building:Develop meaningful relationships to understand members’ financial picture and goals. Recommend and cross-sell products and services as needed.
• Member Services:Process transactions via phone, mail, email, fax, and online services related to loan payments, account transfers, address changes, and debit card issues. Resolve member inquiries and discrepancies with care and accuracy.
• Sales and Referrals: Promote Credit Union products and services that meet the needs of NCU members. Refer individuals to wealth management as appropriate.
• 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.
• Additional Duties:Assist with other member services and administrative tasks as assigned by the supervisor.

What We’re Looking For

Education

• High school diploma or GED required.

Qualifications

• Experience:At least 2 years of experience in member service, operations, or call center.
• Customer Service:Previous customer service experience and the ability to maintain confidentiality.
• Communication:Excellent verbal, written, telephone and interpersonal communication skills.
• Organizational Skills:Strong organizational, analytical, and problem-solving abilities. Ability to handle multiple projects and priorities effectively.
• Tech Savvy:Proficient with Microsoft Word, Excel, PowerPoint, Outlook, and online tools. Experience with banking software is a plus.

Preferred Skills

• Banking experience: Knowledge of financial and/or banking products, services, policies, and procedures.
• Sales Skills: Ability to recommend products and services based on member needs.
• Language Skills: Bilingual in Spanish.

Why You’ll Love Working at Navigant Credit Union

Joining Navigant Credit Union means becoming part of a team that genuinely cares about your career success and well‑being. As a Member Service Advisor, you will make a direct impact on our members’ financial journey and 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

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.