Member Relationship Advisor I - (Universal Banker) Spanish Required

Navigant Credit Union • Pawtucket, RI

6d

About The Position

As a Member Relationship Advisor I at Navigant Credit Union, you help members with their financial needs and support a positive, personalized experience. You provide service in person, by phone, and online; process routine transactions; help members open accounts and identify products and services that suit their needs; and support consumer loan applications and origination. The role also involves resolving member concerns, following compliance and risk controls, collaborating with colleagues, working toward sales and service goals, and representing the credit union in the community. Spanish is required.

Requirements

• High school diploma or GED.
• Spanish language ability is required.
• Proficiency with Microsoft Word, Excel, Outlook, and online tools.
• Strong verbal and written communication skills, including the ability to explain financial products clearly.
• Service-oriented approach and willingness to educate members about products and services that support their financial well-being.
• Ability to multitask and maintain attention to detail in a fast-paced environment.
• Collaborative mindset and willingness to contribute to a positive, member-focused team.
• Ability to travel within the credit union’s footprint based on business needs.

Nice To Haves

• Experience with banking software.
• Ability to recommend products and services based on member needs.
• Two years of member service and/or teller experience at a credit union or other financial institution.
• Understanding of loan origination, underwriting, and documentation.

Responsibilities

• Serve members in person, by phone, and online, and process deposits, withdrawals, account transfers, and address changes.
• Assist members in opening checking, savings, certificate, and IRA accounts, and recommend products and services based on their financial needs.
• Develop knowledge of consumer lending products and identify opportunities to cross-sell products and services.
• Help members complete loan applications, collect required documentation, and provide loan status updates.
• Originate and close Smart Start loans, Cash Reserve Lines of Credit, and personal unsecured consumer loans, and explain loan terms and next steps to members.
• Address member inquiries and concerns empathetically and in keeping with the credit union’s core values.
• Maintain knowledge of and comply with operational, compliance, and risk controls, especially the Bank Secrecy Act (BSA) and SAFE Act.
• Collaborate with colleagues, branch teams, and business partners to provide seamless service and build member relationships.
• Work toward annual sales and service goals; manage a book of business, set appointments, and follow up on referrals.
• Represent Navigant Credit Union in the community and at business-related functions.

Benefits

• Competitive salary and performance-based incentives.
• Health, dental, and vision coverage.
• 401(k) plan with a generous match.
• Tuition reimbursement.
• Ongoing training and professional development opportunities.
• Paid time off.
• Paid volunteer hours or days.
• Supportive work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED