Financial Services Coordinator

3 weeks ago


Smithfield, Rhode Island, United States Navigant Credit Union Full time
Responsibilities">

As a Member Service Advisor, your primary responsibilities will include:

  • ">
  • Processing all member transactions via phone, mail, e-mail, fax and online services to include loan payments, account transfers, address changes, online banking and debit cards.">
  • Responding to member inquiries regarding discrepancies or problems with their account.">
  • Providing prompt, efficient and accurate service in the processing of all transactions such as direct deposits, Debit/ATM cards, CD/IRA/Money Markets.">
  • Analyzing member relationships to optimize existing products and services and deepen relationships by cross-selling relevant products and services.">
  • Conducting prospecting, including outbound calls and emails as needed, to meet established sales goals.

Please note that the salary range may vary based on location and other factors.



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