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Navigant Credit Union · 1 day ago

Member Relationship Advisor I - Floating (Providence, Smithfield, North Providence, Greenville)

Smithfield,RI,US

Full-time

Onsite

Entry Level

2+ years exp

Navigant Credit Union is the largest credit union in Rhode Island, dedicated to improving the financial well-being of its members. As a Member Relationship Advisor I, you will assist members with their financial needs, process transactions, and promote various banking products while ensuring a positive member experience.

BankingFinancial Services

Responsibilities

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. Develop an understanding of all consumer lending products and proactively identify opportunities to cross-sell beneficial products and services

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

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

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

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