Member Service Advisor - (Contact Center)

Navigant Credit Union; Smithfield (RI); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Competitive salary + incentives

Comprehensive benefits

Career growth

Work-Life balance

Job summary

Navigant Credit Union is seeking a Member Service Advisor to deliver high-quality service to our members in Rhode Island. You will handle transactions, explain products, and help members reach their financial goals while upholding our commitment to outstanding experiences.

In this role you will build relationships, promote products, collaborate with branch teams, and support additional duties as assigned. A high school diploma and 2+ years in member service or call center are preferred, along

Qualifications

• At least 2 years of experience in member service, operations, or call center.
• Excellent verbal, written, telephone and interpersonal communication skills.
• Strong organizational, analytical, and problem-solving abilities.

Responsibilities

• Develop meaningful relationships to understand members' financial picture and goals.
• 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.
• Promote Credit Union products and services that meet members' needs. Refer individuals to wealth management as appropriate.
• 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.
• Assist with other member services and administrative tasks as assigned by the supervisor.

Skills

Customer service

Communication

Organizational skills

Tech-savvy

Banking software

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

PowerPoint

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 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.