Digital Services Advisor - Contact Center

About The Role

Under general supervision, but following established policies and procedures, performs a broad range of member services. Delivers exceptional customer service, aligned with the Credit Union's core values and mission statement. Serves as an advocate for members and is an integral contributor to the credit union's member experience. Meets all established sales and service goals.

What You Will Do

• Provides service to members through incoming live chat, telephone, and IBK.
• Assists with items including but not limited to, transaction inquiries, wires, digital banking, deposit account inquiries, loan inquiries, and credit card inquiries.
• Serves as a subject matter expert for member inquiries about credit card servicing.
• Maintains service requests received through online banking and email.
• Completes maintenance of loan payments through 3rd party servicing platform.
• Performs limited quality control via daily reporting.
• Completes Digital Branch wire callbacks according to the established callback procedure.
• Reviews and assists the Member Experience Officer with feedback submissions.
• Provides back-up support as needed via the telephone channel for the Contact Center Member Service Advisor team.
• Analyzes member relationships to optimize existing products and services and deepen relationships by cross-selling of relevant products and services.
• Performs other member service and administrative duties as assigned by the Assistant Manager or Manager.

Qualifications

• Education: High school diploma or equivalent (GED) education required; AA Degree in related field or equivalent work experience preferred.
• Experience/Skills/Knowledge: 3+ years' experience providing customer service and support required, preferably at a financial institution in a Member Service Contact Center environment. Demonstrated knowledge of Credit Union products, services, policies, and procedures, and ability to sell them preferred.

About

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!