Banking Relationship Manager

3 weeks ago


Westerly, Rhode Island, United States Navigant Credit Union Full time
Navigant Credit Union: A Great Place to WorkWe are proud to be named 'Rhode Island's Best Place to Work' by the Providence Business News for several years running. Our team is dedicated to providing exceptional service to our members and making a positive impact in our community. We offer a range of benefits, including a robust 401(k) plan with a generous employer match, tuition reimbursement, paid volunteer days, and opportunities to give back to the community.

Job DescriptionThis role is responsible for providing exceptional customer service to members in person and via phone, mail, email, fax, and online services. The successful candidate will be able to open new accounts, process transactions, and provide information to members about Credit Union products and services. They will also be responsible for interviewing and assisting members with loan applications, obtaining necessary documentation, and preparing paperwork for loan disbursement.

Main Responsibilities:
  1. Process member service transactions in person and via phone, mail, fax, and online services.
  2. Open new member accounts and provide information to new and prospective members.
  3. Assist members with loan applications, obtain necessary documentation, and prepare paperwork for loan disbursement.

RequirementsThis role requires a high school diploma or equivalent (GED) education and at least 2-4 years of previous MSR and/or loan processing/interviewing and sales experience in a financial institution. The successful candidate must possess excellent verbal, written, telephone, and interpersonal communication skills, as well as strong organizational, analytical, and problem-solving skills. Proficiency in Microsoft Office (Word, Excel, Outlook) and the Internet is also required.

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