Financial Services Specialist

6 days ago


North Scituate, Rhode Island, United States Navigant Credit Union Full time
About Navigant Credit Union: We are a financial institution dedicated to serving our community with integrity and leadership. Our mission is to improve the financial well-being of our members, and we strive to achieve this goal through our commitment to core values – Leadership, Unity, Caring, and Integrity.

Job Requirements: To succeed as a Member Service Representative at Navigant Credit Union, you must possess excellent communication skills, both verbal and written. You should be able to work effectively in a fast-paced environment, manage multiple priorities simultaneously, and provide exceptional customer service. Additionally, you should have experience working in a financial institution or related field, preferably in a member service representative role.

Key Responsibilities:
  1. Process transactions accurately and efficiently, ensuring that all requirements are met.
  2. Provide excellent customer service, responding promptly to member inquiries and resolving issues in a timely manner.
  3. Open new member accounts, provide information to new and prospective members, and explain and cross-sell Credit Union products and services.
  4. Analyze member accounts to identify opportunities for growth and improvement.


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