Member Relationship Advisor I - (Universal Banker)

Navigant Credit Union • Cumberland, RI

6d

About The Position

As a Member Relationship Advisor I at Navigant Credit Union, you will help members with their financial needs and provide a positive, personalized experience. You will serve members in person, over the phone, and online; process routine transactions; assist with opening accounts; recommend financial products; support loan applications and origination; resolve member inquiries; and collaborate with branch colleagues and business partners. The role also includes working toward sales and service goals, managing a book of business, setting appointments, following up on referrals, and representing Navigant Credit Union at community and business-related functions.

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

• Help members in person, over the phone, and online.
• Process deposits, withdrawals, account transfers, and address changes.
• Assist members with opening checking, savings, certificate, and IRA accounts, and recommend products and services suited to their financial needs.
• Develop knowledge of consumer lending products and identify opportunities to recommend relevant 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.
• Explain loan terms and next steps to members.
• Address member inquiries and concerns empathetically and in alignment with the credit union’s core values.
• Follow applicable compliance, operational, and risk controls, with particular attention to the Bank Secrecy Act (BSA) and SAFE Act.
• Collaborate with colleagues, branch teams, 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.
• Travel within the credit union’s footprint based on business needs.

Benefits

• Competitive salary with 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