Member Service Representative I - Floating (East Greenwich, Coventry, N. Kingstown, Wakefield, Weste

Navigant Credit Union; Smithfield (RI); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player in the financial services sector is seeking a Member Service Representative I to join their team. This role is essential in providing exceptional customer service, assisting members with account management, and facilitating loan applications. With a strong emphasis on community values and professional growth, this position offers a unique opportunity to contribute to the well-being of families and businesses. The ideal candidate will possess excellent communication skills and a service-oriented mindset, making a significant impact in a supportive and dynamic environment.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with Employer Match

Tuition Reimbursement

Paid Volunteer Days

Qualifications

• 2-4 years of experience in member service or loan processing in a financial institution.
• Knowledge of credit union products, policies, and regulations.

Responsibilities

• Process transactions and assist with account openings and inquiries.
• Organize loan applications and manage disbursements.

Skills

Customer Service

Sales Experience

Communication Skills

Multitasking

PC Proficiency

Education

High School Diploma or GED

AA Degree

Job description

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About

People helping people. That's what a credit union, and in particular Navigant Credit Union, is all about. 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.

Now at more than $3 billion in assets, Navigant Credit Union is among the largest credit unions in Rhode Island, yet still maintains our community-driven values.

Those values—and our belief in putting people first—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" guide our organization. They reflect the qualities we prioritize in our employees.

We pride ourselves on demonstrating community-based values, investing in our workforce, and exceeding member expectations. We offer opportunities for professional development, career growth, and a comprehensive benefits package including medical, dental, vision, a robust 401(k) with employer match, tuition reimbursement, competitive salaries, paid volunteer days, and community involvement opportunities.

If you believe you'd be a great fit and are interested in joining our team, explore our open positions and apply today!

About The Role

Under general supervision and following established policies and procedures, performs a broad range of member service activities in person and/or via phone, mail, email, fax, and online services. Provides exceptional customer service aligned with our core values and mission. Meets all sales and service goals. Handles tasks such as opening new accounts, ordering checks, account maintenance, and corrections. Assists members with loan applications, gathers necessary information, and prepares paperwork for disbursement. Cross-sells Credit Union products and services. Responds to member inquiries and provides information. Processes requests and transactions as appropriate. Helps members understand and utilize our products and services.

Primary Responsibilities

1. Member Services: Processes transactions, assists with account openings, responds to inquiries, and maintains positive member relations.
2. Loan Interviewing/Processing: Organizes loan applications, evaluates decisions, communicates with members, and manages disbursements.

Qualifications

High school diploma or GED required; AA degree preferred.

2-4 years of MSR and/or loan processing/sales experience in a financial institution.

Knowledge of CU products, policies, and regulations. Previous sales experience with a track record of meeting goals.

Strong service orientation, multitasking ability, excellent communication skills, PC proficiency, and organizational skills. Ability to lift at least 25 lbs. Some travel may be required.

Additional Information

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Other
• Industries: Banking/Financial Services

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