<p>About</p> <p>At Navigant Credit Union, we believe our people make a difference. Since 1915, we've improved the financial well-being of families, businesses, and communities throughout Rhode Island. As one of the largest credit unions in the state, with nearly $4 billion in assets, we are driven by our core values of Leadership, Unity, Caring, and Integrity.</p> <p>Named Rhode Island's Best Place to Work year-after-year by Providence Business Journal, we prioritize our employees and create an environment that fosters growth, collaboration, and career development. If you're ready to make a difference and take your career to the next level, Navigant Credit Union wants to hear from you!</p> <p>Your Role as a Member Service Advisor</p> <p>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:</p> <ul> <li>Relationship Building:?Develop meaningful relationships to understand members' financial picture and goals. Recommend and cross-sell products and services as needed. </li><li>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. </li><li>Sales and Referrals: Promote Credit Union products and services that meet the needs of NCU members. Refer individuals to wealth management as appropriate. </li><li>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. </li><li>Additional Duties:?Assist with other member services and administrative tasks as assigned by the supervisor. </li></ul> <p>What We're Looking For</p> <p>Education</p> <ul> <li>High school diploma or GED required. </li></ul> <p>Qualifications</p> <ul> <li>Experience:?At least 2 years of experience in member service, operations, or call center. </li><li>Customer Service:?Previous customer service experience and the ability to maintain confidentiality. </li><li>Communication:?Excellent verbal, written, telephone and interpersonal communication skills. </li><li>Organizational Skills:?Strong organizational, analytical, and problem-solving abilities. Ability to handle multiple projects and priorities effectively. </li><li>Tech Savvy:?Proficient with Microsoft Word, Excel, PowerPoint, Outlook, and online tools. Experience with banking software is a plus. </li></ul> <p>Preferred Skills</p> <ul> <li>Banking experience: Knowledge of financial and/or banking products, services, policies, and procedures. </li><li>Sales Skills: Ability to recommend products and services based on member needs. </li><li>Language Skills: Bilingual in Spanish. </li></ul> <p>Why You'll Love Working at Navigant Credit Union</p> <p>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:</p> <ul> <li>Competitive Salary + Incentives:?Earn a competitive salary with performance-based incentives. </li><li>Comprehensive Benefits:?Health, dental, vision coverage, 401(k) plan, tuition reimbursement, etc. </li><li>Career Growth:?Ongoing training and professional development opportunities to grow your career. </li><li>Work-Life Balance:?Enjoy paid time off, paid volunteer hours, and a supportive work environment that values your time and energy. </li></ul> <p>Navigant Credit Union is an Equal Opportunity Employer.</p> <p>We are committed to creating a diverse and inclusive workplace and encourage individuals from all backgrounds to apply.</p>