Member Service Representative I
3 weeks ago
People helping people. That's what a credit union, and in particular Navigant Credit Union, is all about. 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.
Now at more than $3 billion in assets, Navigant Credit Union is among the largest credit unions in Rhode Island, yet still maintain our community-driven values.
Those values-and our belief in putting people first-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.
Our Core Values consist of "Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees.
Our company prides itself on demonstrating community-based values and 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 a rich medical and dental plan, vision benefits, a robust 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and opportunities to give back to the community.
If you believe you'd be a great fit, and are interested in joining our team, check out our open positions and apply today
ABOUT THE ROLE:
Under general supervision, but following established policies and procedures, performs a broad-range of member service (non-teller) activities in person and/or via phone, mail, e-mail, fax and on-line services. Delivers exceptional customer service, aligned with the Credit Union's core values and mission statement. Meet all established sales and service goals. Provides such member services as opening new accounts, ordering checks, account maintenance, corrections, etc. Interviews and assists member complete loan applications, obtains pertinent loan information and prepares necessary paperwork to disburse loans. Cross-sells Credit Union products and services. Responds to questions and/or provides information upon request from members (internal and external). Processes requests/transactions, as appropriate. Assists members and potential members in understanding and utilizing Credit Union products and services.
WHAT YOU WILL DO: (in descending order of importance)
A. Member Services
1. Processes all member service transactions in person and/or via phone, mail, fax and on-line services to include deposits, check withdrawals, account transfers and address changes. Replies to member correspondence by form letter regarding transactions affecting their accounts.
2. Gives prompt efficient and accurate service in the processing of all transactions such as opening of new checking/savings accounts, direct deposits, ATM/Visa check card, Certificate/IRA/Money Markets. May place stop payment on checks, provide copies of cancelled checks and/or order checks. Processes wire transfer requests and forwards to appropriate person for transmission, faxes documents, etc. Assists members with payroll and direct deposit questions and establishes payroll distributions.
3. Opens new member accounts and provides information to new and prospective members by explaining and cross-selling Credit Union products and services. Completes forms for opening and processing all types of accounts, including share, share draft, money market, certificates, IRAs, etc.
4. Utilizes tact and experienced based knowledge to research and resolve member inquiries explaining specific policies, procedures, products and/or services. Represents the Credit Union in a professional manner while maintaining positive member relations.
1. Provides accurate information to members regarding Credit Union services, products, policies and procedures. Analyzes member accounts in order to provide better services and deepen relationships. Cross sells and services members. Conducts outbound calls to members to follow up activate services sold and to develop new business and meet prescribed sales goals. Coordinates with other CU departments as necessary. Refers members to departments/personnel providing specialized services as necessary.
5. Perform other member services, operational, loan processing/interviewing and/or administrative duties as assigned by the Assistant Manager or Branch Manager.
Loan Interviewing/Processing
1. Receives new applications; organizes loan packages, ensures all documentation is present. Decisions loans and or forwards to Loan Officer in accordance with policies and procedures.
3. Analyzes loan decisions, contacts the member to notify them of the decision made, and discusses payments and terms. Sets up the loan to be disbursed. Faxes or mails all necessary loan documents to be signed, ensuring incoming applications are maintained. Closes loans, disburses checks, or deposits money as necessary.
QUALIFICATIONS:
Education
High school diploma or equivalent (GED) education required. AA degree in related are preferred.
Experience/Skills/Knowledge:
1. Minimum 2 to 4 years previous MSR and/or Loan processing/interviewing and sales experience in a financial institution.
2. Demonstrated knowledge of CU products, services, policies, procedures and regulations. Previous telephone sales experience and ability to meet pre-established sales goals.
3. Must possess a strong service orientation. Able to manage multiple projects/priorities simultaneously
4. Excellent verbal, written, telephone and interpersonal communication skills.
5. PC proficient including Microsoft Office (Word, Excel, Outlook) and the Internet.
6. Excellent organizational, analytical and problem-solving skills.
7. Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, etc. Ability to lift a minimum of 25 lbs. Some travel required.
-
Member Service Representative I
4 days ago
Smithfield, United States Navigant Credit Union Full timeABOUT: People helping people. That's what a credit union, and in particular Navigant Credit Union, is all about. 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. Now at more than $3 billion in assets, Navigant Credit Union is among the largest credit unions in...
-
Customer Service Representative
4 hours ago
North Smithfield, Rhode Island, United States Navigant Credit Union Full timeAbout UsNavigant Credit Union is a leading financial institution dedicated to improving the lives of its members. Our mission is to provide exceptional service and support, empowering our community to thrive.As a Member Service Representative I, you will be part of a dynamic team that delivers personalized attention and care to every member interaction. Your...
-
Client Services Representative
4 days ago
Smithfield, United States So Health Talent Full timeJob DescriptionJob DescriptionLaunch Your Financial Services Career! - Client Service Representative - Smithfield, RIReady to kickstart a rewarding career in finance, even without prior experience? This is your chance! A highly respected and well-known company is seeking enthusiastic individuals to join their team as Client Service Representatives (also...
-
CUSTOMER SERVICE REPRESENTATIVE
4 weeks ago
Smithfield, United States Family Dollar Full timeFamily Dollar - 3624 WILSONS MILLS RD [Retail Associate / Cashier / Team Member] As a Customer Service Representative at Family Dollar, you will: Be responsible for providing exceptional service to customers; Greet customers and assist them with selection of merchandise; Complete cash register transactions and answer questions regarding the store and...
-
CUSTOMER SERVICE REPRESENTATIVE
4 weeks ago
Smithfield, United States Family Dollar Full timeFamily Dollar - 1211 BENNS CHURCH BLVD [Retail Associate / Cashier / Team Member] As a Customer Service Representative at Family Dollar, you will: Be responsible for providing exceptional service to customers; Greet customers and assist them with selection of merchandise; Complete cash register transactions and answer questions regarding the store and...
-
Member Service Representative II
3 weeks ago
Smithfield, United States Navigant Credit Union Full timeABOUT: People helping people. That's what a credit union, and in particular Navigant Credit Union, is all about. 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. Now at more than $3 billion in assets, Navigant Credit Union is among the largest credit unions in...
-
Customer Service Representative
4 days ago
Smithfield, North Carolina, United States Wal-Mart Stores , Inc. Full time**Job Responsibilities**As a Customer Service Representative, your primary responsibility will be to ensure that every customer has a positive experience in our store. This includes greeting customers promptly, answering their questions, and resolving any issues they may have with their purchases.You will also be responsible for maintaining a clean and...
-
Client Service Representative
1 week ago
Smithfield, United States Fidelity Investments Full timeJob Description:The RoleJoin our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while...
-
Client Service Representative
2 weeks ago
Smithfield, United States Fidelity Investments Full timeJob Description:The RoleJoin our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while...
-
Client Service Representative
3 weeks ago
Smithfield, United States Fidelity Investments Full timeJob Description:The RoleJoin our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while...
-
Member Service Advisor
1 week ago
Smithfield, United States Navigant Credit Union Full timeABOUT:People helping people. That's what a credit union, and in particular Navigant Credit Union, is all about. 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.Now at more than $3 billion in assets, Navigant Credit Union is among the largest credit unions in...
-
Customer Service Representative- Smithfield, RI
3 weeks ago
Smithfield, United States Fidelity Investments Full timeJob Description:The RoleJoin our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while...
-
Smithfield, United States Circle K Full timeCircle K - 1137 N Brightleaf Blvd [Retail Associate / Team Member] As a Customer Service Representative at Circle K, you'll: Provide prompt, courteous customer service and resolve customer issues on shift; Ring up all sales on cash register properly; Perform multi-function operation of fuel console, lottery machine, etc.; Inspect store facilities and...
-
Client Service Representative
4 weeks ago
Smithfield, United States Fidelity Investments Full timeJob Description:The RoleJoin our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting...
-
Client Service Representative
4 weeks ago
Smithfield, United States Fidelity Investments Full timeJob Description:The RoleJoin our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting...
-
Client Service Representative
3 weeks ago
Smithfield, United States Fidelity Investments Full timeJob Description:The RoleJoin our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting...
-
Customer Service Representative- Smithfield, RI
2 weeks ago
Smithfield, United States Fidelity Investments Full timeJob Description:The RoleJoin our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while...
-
Customer Service Representative- Smithfield, RI
4 weeks ago
Smithfield, United States Fidelity Investments Full timeJob Description:The RoleJoin our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while...
-
Customer Service Representative- Smithfield, RI
4 weeks ago
Smithfield, United States Fidelity Investments Full timeJob Description:The RoleJoin our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while...
-
Smithfield, United States Fidelity Investments Full timeJob Description:The RoleJoin our team of Entry Level Customer Service Representatives, also known asCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer...
