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

Navigant Credit UnionLincoln, RI

About The Position

As a Member Service Advisor at Navigant Credit Union, you will be at the forefront of delivering high-quality service to members. This role involves processing transactions, assisting members with understanding products and services, and contributing to outstanding member experiences. Key areas of focus include relationship building, processing various member transactions via multiple channels, resolving inquiries, promoting credit union products and services, referring individuals to wealth management, collaborating with colleagues and business partners, and assisting with other member services and administrative tasks.

Requirements

  • High school diploma or GED.
  • 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

  • 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.
  • Recommend and cross-sell products and services as needed.
  • 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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