Member Relationship Advisor III

Navigant Credit Union • Central Falls, RI

121d

About The Position

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. 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! As a Member Relationship Advisor III at Navigant Credit Union, you'll play a crucial role in supporting our mission by providing a wide range of banking services to members, ensuring a high level of customer satisfaction, and operational efficiency. This role is responsible for performing teller transactions, account opening and maintenance, and supporting day-to-day branch operations. As a subject matter expert in financial services and sales, you will contribute to the branch by helping achieve its goals through in-depth financial wellness reviews. This role is ideal for someone with significant banking experience looking to take on more responsibilities and advance their career.

Requirements

• High school diploma or GED required.
• At least 3-5 years in member service representative or relationship banker in a financial institution.
• Excellent verbal and written skills to clearly explain financial products, with a service-oriented mindset.
• Direct work with customers relating to products and/or services.
• Understanding of loan origination, underwriting, and documentation.
• Proficient in banking software, Microsoft Office products, and online tools.
• Excellent organizational, analytical, and critical thinking skills.
• Strong team focus and serve as a positive role model for staff.
• Must be able to travel within the credit union's footprint based on business needs.

Nice To Haves

• Familiarity with lending software.

Responsibilities

• Provide service to members to meet their financial needs.
• Conduct full financial wellness reviews with members and make tailored recommendations.
• Educate members on personal and business accounts, as well as digital products and services.
• Perform teller transactions, account opening, and maintenance.
• Utilize resources and technology to create efficiencies and optimize the member experience.
• Support branch operations, including maintaining the vault, cash ordering, ATM/IBK balancing, and end-of-day balancing.
• Identify opportunities to cross-sell products and services, secured and unsecured loans, credit cards, Home Equity loans, and lines of credit.
• Serve as a Branch Sales Champion to connect members and businesses with Wealth Management.
• Drive consumer and equity lending requests from origination to closing to ensure error-free loan documentation.
• Support the branch team in achieving lending goals and provide quality assurance support.
• Call on book of business, set appointments, follow up on referrals, and make onsite visits to obtain new business and deepen relationships.
• Deepen partnerships with business accounts and work with branch management to expand offering to our partners.
• Maintain knowledge of and adhere to all applicable compliance, operational, and risk controls with attention to Bank Secrecy Act (BSA) and the SAFE Act.
• Analyze third party documentation such as personal and business tax returns.
• Provide on-the-job training and support for new and existing MRAs.
• Act as a Navigant Credit Union ambassador in the community and at business-related functions.

Benefits

• Competitive Salary + Incentives: Earn a competitive salary with performance-based incentives.
• Comprehensive Benefits: Health, dental, vision coverage, 401(k) plan, tuition reimbursement, etc.
• Career Growth: Ongoing training and professional development opportunities to grow your career.
• Work-Life Balance: Enjoy paid time off, paid volunteer hours, and a supportive work environment that values your time and energy.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED