Your role as a Member Relationship Advisor I at Navigant Credit Union involves being on the front lines of helping our members with their financial needs and supporting a positive and personalized experience. Help members in-person, over the phone, and online. Process transactions such as deposits, withdrawals, account transfers, and address changes.
Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. 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. 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.
Sales & community engagement: Act as a Navigant Credit Union ambassador in the community and at business-related functions. High school diploma or GED required.
Proficient with Microsoft Word, Excel, Outlook, and online tools. Experience with banking software is a plus.
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.
Must be able to travel within the credit union's footprint based on business needs.
2 years in member service and/or teller area of a credit union or other financial institution.
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:
Earn a competitive salary with performance-based incentives.
Health, dental, vision coverage, 401(k) plan, tuition reimbursement, etc.
Ongoing training and professional development opportunities to grow your career.
Navigant Credit Union is an equal opportunity employer. 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.
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.
