Member Service Representative I
4 days ago
Navigant Credit Union is a leading financial institution dedicated to improving the financial well-being of its members. With a rich history dating back to 1915, the credit union has grown to become one of the largest in Rhode Island, with over $3 billion in assets.
Our mission is to provide exceptional service and support to our members, while maintaining a strong commitment to community values. We pride ourselves on being a best place to work, as recognized by the Providence Business News.
Our core values of Leadership, Unity, Caring, and Integrity guide our organization and shape our approach to serving our members. We offer a comprehensive 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.
About the RoleThis is an exciting opportunity to join our team as a Member Service Representative I. As a key member of our team, you will be responsible for delivering exceptional customer service, aligned with our core values and mission statement. Your primary duties will include:
- Processing member service transactions in person and/or via phone, mail, fax, and online services.
- Providing accurate information to members regarding credit union services, products, policies, and procedures.
- Analyzing member accounts to provide better services and deepen relationships.
- Cross-selling and servicing members to meet established sales goals.
- Performing other member services, operational, loan processing/interviewing, and administrative duties as assigned.
You will work closely with our loan officers to interview and assist members with loan applications, obtain pertinent loan information, and prepare necessary paperwork to disburse loans. Your strong service orientation, ability to manage multiple projects/priorities simultaneously, and excellent verbal, written, telephone, and interpersonal communication skills will be essential in this role.
QualificationsTo be successful in this role, you will need:
- A high school diploma or equivalent (GED) education.
- Minimum 2 to 4 years of previous MSR and/or loan processing/interviewing and sales experience in a financial institution.
- Demonstrated knowledge of credit union products, services, policies, procedures, and regulations.
- Previous telephone sales experience and ability to meet pre-established sales goals.
- Excellent organizational, analytical, and problem-solving skills.
- Ability to function in a financial institution branch environment and utilize standard office equipment.
- Bilingual Spanish required.
If you are a motivated and customer-focused individual with a passion for delivering exceptional service, we encourage you to apply for this exciting opportunity to join our team at Navigant Credit Union.
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