Member Service Advisor - (Contact Center / PT 25 Hours)

Navigant Credit Union • Smithfield, RI

7d

About The Position

The Member Service Advisor at Navigant Credit Union delivers high-quality service to members and supports their financial needs. The role includes processing transactions and helping members understand credit union products and services. Advisors build relationships to understand members’ financial goals, recommend relevant products and services, handle member inquiries and discrepancies, and collaborate with branch colleagues and business partners. They also perform additional member service and administrative tasks as assigned by a supervisor.

Requirements

• High school diploma or GED.
• At least 2 years of experience in member service, operations, or a call center.
• Previous customer service experience and the ability to maintain confidentiality.
• Excellent verbal, written, telephone, and interpersonal communication skills.
• Strong organizational, analytical, and problem-solving abilities, including the ability to handle multiple projects and priorities effectively.
• Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and online tools.

Nice To Haves

• Experience with banking software.
• Knowledge of financial or banking products, services, policies, and procedures.
• Ability to recommend products and services based on member needs.
• Bilingual in Spanish.

Responsibilities

• Build relationships with members to understand their financial circumstances and goals; recommend and cross-sell appropriate products and services.
• Process transactions by phone, mail, email, fax, and online services, including loan payments, account transfers, address changes, and debit card issues.
• Resolve member inquiries and discrepancies accurately and with care.
• Promote credit union products and services that meet members’ needs and refer members to wealth management when appropriate.
• Collaborate with colleagues, branch teams, and business partners to provide seamless service and acquire and deepen member relationships.
• Assist with other member services and administrative tasks as assigned by the supervisor.

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: Part-time
• Career Level: Mid Level
• Education Level: High school or GED