Member Relationship Advisor I - (Universal Banker)

Navigant Credit Union • Cumberland, RI

2d

About The Position

As a Member Relationship Advisor I at Navigant Credit Union, you will help members with their financial needs and support a positive, personalized experience. You will assist members in person, over the phone, and online; process routine transactions; help open accounts; recommend appropriate products and services; and support consumer loan applications and origination. You will address member concerns, follow applicable compliance and risk controls, collaborate with branch colleagues and business partners, and contribute to sales, service, and community engagement goals.

Requirements

• High school diploma or GED.
• 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, team-oriented mindset.
• 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 experience in member service and/or a teller area at a credit union or other financial institution.
• Understanding of loan origination, underwriting, and documentation.

Responsibilities

• Assist members in person, over the phone, and online, and process deposits, withdrawals, account transfers, and address changes.
• Help members open checking, savings, certificate, and IRA accounts, and recommend products and services that meet their financial needs.
• Develop knowledge of consumer lending products and identify opportunities to cross-sell beneficial products and services.
• Assist members with loan applications, collect required documentation, and provide loan-status updates.
• Originate and close Smart Start, Cash Reserve Lines of Credit, and personal unsecured consumer loans.
• Ensure members understand loan terms and next steps.
• Address member inquiries and concerns with empathy and in alignment with the credit union's core values.
• Follow applicable compliance, operational, and risk controls, particularly those related to the Bank Secrecy Act (BSA) and SAFE Act.
• Collaborate with branch colleagues and business partners to provide seamless service and acquire and deepen member relationships.
• Work toward annual sales and service goals.
• Represent Navigant Credit Union in the community and at business-related functions.
• Manage a book of business, set appointments, and follow up on referrals.

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