Jobs · Finance · Rhode Island

Member Relationship Advisor I - (Universal Banker / Bilingual Spanish)

Navigant Credit Union · Central Falls, RI · 3 wk ago
FinanceFull-time

About the role

As a Member Relationship Advisor I, you will serve as a Universal Banker and provide exceptional customer service to our clients. This role involves handling a variety of transactions, providing financial advice, and building long-term relationships.

Responsibilities

  • Handle a wide range of banking transactions including deposits, withdrawals, and account maintenance.
  • Provide financial advice and guidance to clients on products and services.
  • Build and maintain strong client relationships through proactive communication and problem-solving.
  • Manage client accounts and ensure compliance with all bank policies and procedures.
  • Participate in training programs to enhance skills and knowledge in customer service and financial products.

Requirements

  • High school diploma or equivalent.
  • At least one year of relevant customer service experience.
  • Strong interpersonal and communication skills.
  • Ability to work independently and manage multiple tasks simultaneously.
  • Basic computer skills, including proficiency in Microsoft Office applications.

Qualifications

  • Bilingual in English and Spanish preferred.
  • Experience in banking or finance industry is a plus.
  • Passion for customer service and building long-term relationships.

Skills

  • Excellent verbal and written communication skills.
  • Strong organizational and time management skills.
  • Ability to handle confidential information with discretion.
  • Proficient in using bank software and systems.

Benefits

  • Competitive salary package.
  • Incentive bonuses based on performance.
  • Vacation and holiday pay.
  • Paid training and development opportunities.

Pay

Salary range: $X - $Y per hour.

Schedule

Full-time position with flexible hours to accommodate client needs.

Benefits

  • Health insurance options.
  • Pension plan.
  • Employee assistance program.

Contact Information

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