Member Service Advisor - Contact Center
About The Position
Your Role as a Member Service Advisor As a Member Service Advisor, at Navigant Credit Union, you'll be at the forefront of delivering high quality service to our members. The role involves performing a variety of tasks, from processing transactions to helping members understand our products and services. Your efforts will contribute to our mission of providing outstanding member experiences. We're looking for someone to play an active role in the following areas: Relationship Building: Develop meaningful relationships to understand members' financial picture and goals. Recommend and cross-sell products and services as needed. Member Services: Process transactions via phone, mail, email, fax, and online services related to loan payments, account transfers, address changes, and debit card issues. Resolve member inquiries and discrepancies with care and accuracy. Sales and Referrals: Promote Credit Union products and services that meet the needs of NCU members. Refer individuals to wealth management as appropriate. Team Collaboration: Work closely with colleagues to ensure seamless service and contribute to a positive team environment. Collaborate with branch team and business partners to acquire and deepen member relationships. Additional Duties: Assist with other member services and administrative tasks as assigned by the supervisor.
Requirements
- High school diploma or GED required.
- At least 2 years of experience in member service, operations, or 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.
- Ability to handle multiple projects and priorities effectively.
- Proficient with Microsoft Word, Excel, PowerPoint, Outlook, and online tools.
Nice To Haves
- Experience with banking software is a plus.
- 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
- Develop meaningful relationships to understand members' financial picture and goals.
- Recommend and cross-sell products and services as needed.
- Process transactions via phone, mail, email, fax, and online services related to loan payments, account transfers, address changes, and debit card issues.
- Resolve member inquiries and discrepancies with care and accuracy.
- Promote Credit Union products and services that meet the needs of NCU members.
- Refer individuals to wealth management as appropriate.
- Work closely with colleagues to ensure seamless service and contribute to a positive team environment.
- Collaborate with branch team and business partners to acquire and deepen member relationships.
- Assist with other member services and administrative tasks as assigned by the supervisor.
Benefits
- Competitive Salary + Incentives
- Health, dental, vision coverage
- 401(k) plan
- Tuition reimbursement
- Ongoing training and professional development opportunities
- Paid time off
- Paid volunteer hours
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
