Member Service Representative I

Join Our Team at Navigant Credit Union: Member Services I

At Navigant Credit Union, we believe in People Helping People. Since 1915, we've been committed to improving the financial well-being of families, businesses, and communities. Today, as one of the largest credit unions in Rhode Island with over $3 billion in assets, we remain dedicated to the community-driven values of Leadership, Unity, Caring, and Integrity that have guided us from the start. These core values shape everything we do, from our service to our members to how we support each other as a team.

Named Rhode Island's Best Place to Work year after year by Providence Business News, we prioritize our employees and create an environment that fosters growth, collaboration, and career development. If you're ready to make a difference and take your career to the next level, Navigant Credit Union is the perfect place for you.

As a Member Services I at Navigant Credit Union, you'll be on the front lines helping our members with their financial needs and ensuring they have a positive and personalized experience. Your responsibilities will include:

• Delivering Outstanding Service: Provide accurate and timely assistance to members in person, over the phone, and online. Process transactions such as deposits, withdrawals, account transfers, and address changes with care and attention to detail.
• Cross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs.
• Loan Processing & Member Support: Help members complete loan applications, collect necessary documentation, and provide updates on loan status. 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.
• Team Collaboration: Work closely with colleagues to ensure seamless service and contribute to a positive team environment.

We're looking for someone who is passionate about helping others and excited to contribute to a community-focused team. Here's what you'll need:

• Experience: 1-2 years of customer service experience (financial services experience is a plus).
• Sales Skills: Ability to recommend products and services based on member needs.
• Communication: Strong verbal and written skills to explain financial products in a clear, accessible way.
• Tech-Savvy: Proficiency with basic office software (Word, Excel, Outlook) and online tools. Experience with banking software is a plus.
• Organizational Skills: Ability to balance multiple tasks and stay detail-oriented in a fast-paced environment.
• Team-Oriented: Collaborative mindset, eager to contribute to a positive, member-focused team.

Joining Navigant Credit Union means becoming part of a team that genuinely cares about your success and well-being. As a Member Services I, you'll help our members on their financial journey while benefiting from:

• Competitive Salary + Incentives: Earn a competitive salary with performance-based incentives.
• Comprehensive Benefits: Health, dental, and vision coverage for you and your family, plus a robust 401(k) plan with employer match.
• Career Growth: Access training and professional development opportunities such as tuition reimbursement to grow your career.
• Work-Life Balance: Enjoy paid time off, paid volunteer days, and a supportive work environment that values your time and energy.

Ready to make an impact and build a meaningful career with us? Apply today and take the next step in your journey at Navigant Credit Union.

Navigant Credit Union is an Equal Opportunity Employer We are committed to creating a diverse and inclusive workplace and encourage individuals from all backgrounds to apply.