Jobs · Rhode Island

Member Relationship Advisor I - (Universal Banker) Spanish Required

Navigant Credit Union · Pawtucket, RI · 1 mo ago
Full-time
We need to output HTML fragment with sections: About the role? Actually the content includes "Your Role as a Member Relationship Advisor I" etc. We need to use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include sections only when posting has real specific content. Let's parse. Job description includes: - Role description: "Your Role as a Member Relationship Advisor I As a Member Relationship Advisor I. At Navigant Credit Union, You'll Be On The Front Lines Of Helping Our Members With Their Financial Needs And Supporting a Positive And Personalized Experience. We're Looking For Someone To Play An Active Role In The Following Areas: ..." Then bullet-like paragraphs: Delivering Outstanding Service, Cross-Selling Products, Loan Processing & Member Support, Problem-Solving & Advocacy, Team Collaboration, Sales & Community Engagement. These are responsibilities/duties. Then "What We're Looking For Education High school diploma or GED required." Then "Qualifications Tech-Savvy: ..." etc. Then "Preferred Skills Sales Skills: ..." etc. Then "Why You'll Love Working at Navigant Credit Union ..." includes Competitive Salary + Incentives, Comprehensive Benefits, Career Growth, Work-Life Balance. Thus we have sections: About the role (maybe intro), Responsibilities (list of duties), Requirements (education), Qualifications (tech-savvy, communication, organizational, team-oriented, travel), Skills (preferred skills: sales skills, banking experience, loan processing), Benefits (competitive salary + incentives, comprehensive benefits, career growth, work-life balance). Pay? Not explicit salary figure, just "competitive salary + incentives". That's vague but maybe considered Pay? The rule: never create Pay/Schedule/Benefits sections unless posting actually states them. It does state "Competitive Salary + Incentives:" which is pay info. So we can include Pay section with that line. Benefits: they list comprehensive benefits etc. So Benefits section. Schedule? Not mentioned. So omit Schedule. We must not repeat job title as heading. So no heading for "Member Relationship Advisor I". Use headings for sections. We need to output only HTML fragment, no /, no markdown fences. We need to use

for each section heading. Use
  • for any list of duties/requirements/benefits. Use

    for prose. We must preserve all substantive information, not invent or summarize away detail. Remove boilerplate: EEO, equal opportunity, application instructions, etc. Also remove "Job Posted by ApplicantPro". Also remove navigation/legal etc. We need to keep all substantive info: role description paragraphs, responsibilities bullet points, education requirement, qualifications, preferred skills, benefits details. We need to format lists appropriately. Let's extract content. Intro paragraph: "Your Role as a Member Relationship Advisor I As a Member Relationship Advisor I. At Navigant Credit Union, You'll Be On The Front Lines Of Helping Our Members With Their Financial Needs And Supporting a Positive And Personalized Experience. We're Looking For Someone To Play An Active Role In The Following Areas:" This is prose. Could be under About the role. Then list of areas: - Delivering Outstanding Service: Help members in-person, over the phone, and online. Process transactions such as deposits, withdrawals, account transfers, and address changes. - Cross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. Develop an understanding of all consumer lending products and proactively identify opportunities to cross-sell beneficial products and services. - Loan Processing & Member Support: Help members complete loan applications, collect necessary documentation, and provide updates on loan status. Originate and close NCU's Smart Start, Cash Reserve Lines of Credit, and Personal Unsecured consumer loans. Ensure members understand their loan terms and next steps. - Problem-Solving & Advocacy: Address member inquiries and concerns with empathy, ensuring each interaction aligns with our core values. Maintain knowledge of and adhere to all applicable compliance, operational, and risk controls, with particular attention to the Bank Secrecy Act (BSA) and the SAFE Act. - 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. - Sales & Community Engagement: Work towards meeting annual sales and service goals. Act as a Navigant Credit Union ambassador in the community and at business-related functions. Manage a book of business, set appointments, and follow up on referrals. These are duties/responsibilities. Then "What We're Looking For Education High school diploma or GED required." That's requirement. Then "Qualifications Tech-Savvy: Proficient with Microsoft Word, Excel, Outlook, and online tools. Experience with banking software is a plus.Communication: Strong verbal and written skills to explain financial products in a clear, accessible way. Must be service-oriented and willing to educate members on products and services that will benefit their financial well-being.Organizational Skills: Ability to multitask and be detail-oriented in a fast-paced environment.Team-Oriented: Collaborative mindset, eager to contribute to a positive, member-focused team. Must be able to travel within the credit union's footprint based on business needs." We could treat each as list items under Qualifications. Then "Preferred Skills Sales Skills: Ability to recommend products and services based on member needs.Banking Experience: 2 years in member service and/or teller area of a credit union or other financial institution.Loan Processing: Understanding of loan origination, underwriting, and documentation." These are skills. Then "Why You'll Love Working at Navigant Credit Union Joining Navigant Credit Union Means Becoming Part Of a Team That Cares About Your Career Success And Well-being. As a Member Relationship Advisor I, Not Only Will You Make a Direct Impact On Our Members' Financial Journey, But Will Also Receive:" then list: - Competitive Salary + Incentives: Earn a competitive salary with performance-based incentives. - Comprehensive Benefits: Health, dental, vision coverage, 401(k) plan, tuition reimbursement, etc. - Career Growth: Ongoing training and professional development opportunities to grow your career - Work-Life Balance: Enjoy paid time off, paid volunteer hours, and a supportive work environment that values your time and energy Then there is EEO etc which we drop. Thus sections: About the role: intro paragraph. Responsibilities: list of duties (the six areas). Requirements: education (high school diploma or GED required). Could be a

    or

      . Since it's a single item, we can use

      . Qualifications: list of items (Tech-Savvy, Communication, Organizational Skills, Team-Oriented). Could be

        . Skills: list of preferred skills (Sales Skills, Banking Experience, Loan Processing). Could be
          . Benefits: list of benefits (Competitive Salary + Incentives, Comprehensive Benefits, Career Growth, Work-Life Balance). Could be
            . Pay: Actually the compensation is included in Benefits list as first item "Competitive Salary + Incentives". The rule says do not create Pay section unless posting actually states them. It does state competitive salary + incentives. But we already have that under Benefits. Could we separate Pay? The instruction: Prefer a few substantive sections over many thin ones. So we could combine Pay and Benefits into Benefits section, or we could have Pay separate but that would be thin. Better to combine into Benefits. However they said "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state benefits and pay. We could have Benefits section that includes pay info. That's fine. Thus we will have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits. No Pay or Schedule. Now we need to output HTML. Structure:

            About the role

            Your Role as a Member Relationship Advisor I As a Member Relationship Advisor I. At Navigant Credit Union, You'll Be On The Front Lines Of Helping Our Members With Their Financial Needs And Supporting a Positive And Personalized Experience. We're Looking For Someone To Play An Active Role In The Following Areas:

            Then responsibilities list:

            Responsibilities

            • Delivering Outstanding Service: Help members in-person, over the phone, and online. Process transactions such as deposits, withdrawals, account transfers, and address changes.
            • Cross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. Develop an understanding of all consumer lending products and proactively identify opportunities to cross-sell beneficial products and services.
            • Loan Processing & Member Support: Help members complete loan applications, collect necessary documentation, and provide updates on loan status. Originate and close NCU's Smart Start, Cash Reserve Lines of Credit, and Personal Unsecured consumer loans. Ensure members understand their loan terms and next steps.
            • Problem-Solving & Advocacy: Address member inquiries and concerns with empathy, ensuring each interaction aligns with our core values. Maintain knowledge of and adhere to all applicable compliance, operational, and risk controls, with particular attention to the Bank Secrecy Act (BSA) and the SAFE Act.
            • 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.
            • Sales & Community Engagement: Work towards meeting annual sales and service goals. Act as a Navigant Credit Union ambassador in the community and at business-related functions. Manage a book of business, set appointments, and follow up on referrals.
            Then Requirements:

            Requirements

            High school diploma or GED required.

            Then Qualifications:

            Qualifications

            • Tech-Savvy: Proficient with Microsoft Word, Excel, Outlook, and online tools. Experience with banking software is a plus.
            • Communication: Strong verbal and written skills to explain financial products in a clear, accessible way. Must be service-oriented and willing to educate members on products and services that will benefit their financial well-being.
            • Organizational Skills: Ability to multitask and be detail-oriented in a fast-paced environment.
            • Team-Oriented: Collaborative mindset, eager to contribute to a positive, member-focused team. Must be able to travel within the credit union's footprint based on business needs.
            Then Skills:

            Skills

            • Sales Skills: Ability to recommend products and services based on member needs.
            • Banking Experience: 2 years in member service and/or teller area of a credit union or other financial institution.
            • Loan Processing: Understanding of loan origination, underwriting, and documentation.
            Then Benefits:

            Benefits

            • Competitive Salary + Incentives: Earn a competitive salary with performance-based incentives.
            • Comprehensive Benefits: Health, dental, vision coverage, 401(k) plan, tuition reimbursement, etc.
            • Career Growth: Ongoing training and professional development opportunities to grow your career
            • Work-Life Balance: Enjoy paid time off, paid volunteer hours, and a supportive work environment that values your time and energy
            We should ensure no extra blank lines? It's fine. Check for any boilerplate removed: EEO, Navigant Credit Union is an Equal Opportunity Employer, About People helping people..., mission statement, core values, etc. All removed. Check that we kept all substantive info: yes. Check that we didn't repeat job title as heading: we didn't. Check that we didn't include Job ID/requisition numbers: none present. Check that we didn

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