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Member Service Representative

2 months ago

Central Falls, Rhode Island, United States Navigant Credit Union Full time
About Navigant Credit Union

Navigant Credit Union is a community-driven financial institution dedicated to improving the financial well-being of its members. With a rich history dating back to 1915, we have grown to become one of the largest credit unions in Rhode Island, with over $3 billion in assets.

Our core values of Leadership, Unity, Caring, and Integrity guide our organization and are reflected in our commitment to providing exceptional service to our members. We pride ourselves on investing in our workforce and exceeding member expectations.

Job Summary

We are seeking a highly skilled Member Service Representative to join our team. As a key member of our branch staff, you will be responsible for delivering exceptional customer service, meeting sales and service goals, and providing a broad range of member services.

Key Responsibilities
  • Process member service transactions, including deposits, withdrawals, account transfers, and address changes.
  • Provide prompt, efficient, and accurate service to members, including opening new accounts, direct deposits, ATM/Visa check card, and Certificate/IRA/Money Markets.
  • Utilize tact and experienced-based knowledge to research and resolve member inquiries, explaining specific policies, procedures, products, and services.
  • Represent the Credit Union in a professional manner, maintaining positive member relations and providing accurate information regarding Credit Union services, products, policies, and procedures.
  • Perform other member services, operational, loan processing/interviewing, and/or administrative duties as assigned by the Assistant Manager or Branch Manager.
Requirements
  • High school diploma or equivalent (GED) education required; AA degree in a related field preferred.
  • Minimum 2 to 4 years previous MSR and/or Loan processing/interviewing and sales experience in a financial institution.
  • Demonstrated knowledge of CU products, services, policies, procedures, and regulations.
  • Previous telephone sales experience and ability to meet pre-established sales goals.
  • Strong service orientation, ability to manage multiple projects/priorities simultaneously, and excellent verbal, written, telephone, and interpersonal communication skills.
  • PC proficient, including Microsoft Office (Word, Excel, Outlook) and the Internet.
  • Excellent organizational, analytical, and problem-solving skills.
  • Ability to function in a financial institution branch environment and utilize standard office equipment.
  • Bilingual Spanish required.