Member Service Advisor - Contact Center

Navigant Credit Union • Lincoln, RI

3d

About The Position

People helping people is what makes Navigant Credit Union truly special. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915. At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England. Our success is founded upon our community-based values and our belief in putting people first. These are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News . Our Core Values of "Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees. Navigant Credit Union prides itself on investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including robust medical and dental plans, vision benefits, 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and more. If you believe you'd be a great fit, and are interested in joining our team, check out our open positions and apply today! Your Role as a Member Service Advisor A s 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 . Re fer 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
• 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

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

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, etc.
• Ongoing training and professional development opportunities to grow your career.
• 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: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees