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

Navigant Credit Union • Smithfield, RI

5d

About The Position

Navigant Credit Union is seeking a Member Service Advisor to deliver high-quality service to members and support positive member experiences. The role involves building relationships to understand members’ financial needs and goals, processing transactions through multiple channels, resolving inquiries and discrepancies, and recommending relevant products and services. The advisor also collaborates with branch colleagues and business partners, makes referrals to wealth management when appropriate, and assists with other member service and administrative tasks as assigned.

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 ability to maintain confidentiality.
• Excellent verbal, written, telephone, and interpersonal communication skills.
• Strong organizational, analytical, and problem-solving abilities.
• 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 and/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 products and services based on member needs.
• Process transactions by phone, mail, email, fax, and online, 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.
• Refer individuals to wealth management when appropriate.
• Collaborate with colleagues, branch teams, and business partners to provide seamless service and develop 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 company 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
• Education Level: High school or GED