Member Relationship Advisor I - (Universal Banker)
About the Role
As a Member Relationship Advisor I at Navigant Credit Union, you will be on the front lines helping members with their financial needs and delivering a personalized experience.
Responsibilities
- Deliver outstanding service in‑person, over the phone, and online; process deposits, withdrawals, account transfers, and address changes.
- Cross‑sell products by assisting members in opening new accounts (checking, savings, certificates, IRAs) and recommending services that meet their financial needs.
- Support loan processing: help members complete loan applications, collect documentation, provide status updates, and originate/close Smart Start, Cash Reserve Lines of Credit, and Personal Unsecured consumer loans.
- Problem‑solve and advocate for members with empathy while adhering to compliance, operational, and risk controls (including BSA and the SAFE Act).
- Collaborate with branch teams and business partners to ensure seamless service and deepen member relationships.
- Work toward annual sales and service goals, act as a Navigant Credit Union ambassador in the community, manage a book of business, set appointments, and follow up on referrals.
Qualifications
- High school diploma or GED required.
- Tech‑savvy: proficient with Microsoft Word, Excel, Outlook, and online tools; banking software experience is a plus.
- Strong verbal and written communication skills; ability to explain financial products clearly.
- Detail‑oriented with strong organizational skills and ability to multitask in a fast‑paced environment.
- Team‑oriented mindset; willing to travel within the credit union’s footprint as business needs dictate.
Preferred Skills
- Sales skills: ability to recommend products and services based on member needs.
- Banking experience: at least 2 years in member service and/or teller roles at a credit union or other financial institution.
- Loan processing knowledge: understanding of loan origination, underwriting, and documentation.
Pay
Competitive salary with performance‑based incentives.
Benefits
- Comprehensive health, dental, and vision coverage.
- 401(k) plan with generous employer match.
- Tuition reimbursement and other professional development opportunities.
- Paid time off, paid volunteer hours, and a supportive work‑life balance.
About Navigant Credit Union
Founded in 1915, Navigant Credit Union’s mission is to improve the financial well‑being of the families, businesses, and communities it serves. With $4 billion in assets, it is the largest credit union in Rhode Island and the third largest in New England. The organization is guided by the core values of Leadership, Unity, Caring, and Integrity, and has been named “Rhode Island’s Best Place to Work” year after year by Providence Business News. Navigant is committed to a diverse and inclusive workplace and invests heavily in employee growth, offering robust benefits and career advancement opportunities.