Navigant Credit Union ยท 1 month ago
Member Service Advisor - Contact Center (Part Time / 25 hours)
Lincoln, RI
Part-time
Onsite
Entry, Mid Level
2+ years expNavigant Credit Union is a community-focused financial institution dedicated to improving the financial well-being of its members. As a Member Service Advisor, you will deliver high-quality service by processing transactions, assisting members with inquiries, and promoting credit union products and services.
BankingFinancial Services
Responsibilities
Develop meaningful relationships to understand members' financial picture and goals. Recommend and cross-sell products and services as needed
Process transactions via phone, mail, email, fax, and online services related to loan payments, account transfers, address changes, and debit card issues. Resolve member inquiries and discrepancies with care and accuracy
Promote Credit Union products and services that meet the needs of NCU members. Refer individuals to wealth management as appropriate
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
Assist with other member services and administrative tasks as assigned by the supervisor
Qualification
Required
High school diploma or GED required
At least 2 years of experience in member service, operations, or call center
Previous customer service experience and the ability to maintain confidentiality
Excellent verbal, written, telephone and interpersonal communication skills
Strong organizational, analytical, and problem-solving abilities. Ability to handle multiple projects and priorities effectively
Proficient with Microsoft Word, Excel, PowerPoint, Outlook, and online tools. Experience with banking software is a plus
Preferred
Knowledge of financial and/or banking products, services, policies, and procedures
Ability to recommend products and services based on member needs
Bilingual in Spanish
Benefits
Robust medical and dental plans
Vision benefits
401(k) with a generous employer match
Tuition reimbursement
Competitive salaries
Paid volunteer days
Paid time off
Paid volunteer hours
Company
Navigant Credit Union
Navigant Credit Union is a banking firm providing financial products and services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Kathy Orovitz
Chief Executive Officer
Lisa Dandeneau
Senior Executive Vice President / Chief Operating Officer
Recent News
Providence Business News
2025-11-06
Providence Business News
2025-09-12
Providence Business News
2025-08-05
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