Member Relationship Advisor I - (Universal Banker / Bilingual Spanish)

Navigant Credit Union • Central Falls, RI

6d

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 provide service in person, by phone, and online; process transactions; assist members with opening accounts; and recommend products and services suited to their needs. You will support consumer loan applications and documentation, originate and close specified consumer loans, explain loan terms and next steps, and address member questions and concerns. The role also involves maintaining compliance with operational and risk controls, working collaboratively with branch colleagues and business partners, contributing to sales and service goals, representing Navigant in the community, and managing member relationships, appointments, and referrals.

Navigant Credit Union describes itself as a community-focused credit union founded in 1915, with $4 billion in assets. It emphasizes putting people first, supporting employees’ career development, and maintaining an inclusive workplace.

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.
• 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.
• Ability to recommend products and services based on member needs.

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.
• Recommend products and services that meet members’ financial needs and identify cross-selling opportunities.
• Help members complete 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 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, the branch team, and business partners to provide seamless service 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 with performance-based incentives.
• Health, dental, and vision coverage.
• 401(k) plan with an employer 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