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Member Service Specialist

2 months ago

Smithfield, Ohio, 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 families, businesses, and communities. Established in 1915, we have grown to become one of the largest credit unions in Rhode Island while maintaining our core values.

We have a strong belief in putting people first, which is reflected in our mission to provide exceptional customer service and exceed member expectations. Recognized as 'Rhode Island's Best Place to Work' by the Providence Business News, we offer a supportive work environment with opportunities for professional growth and development.

About the Role:

As a Member Service Specialist, you will play a key role in providing exceptional service to our members and promoting Credit Union products and services. You will be responsible for processing member transactions, addressing inquiries, and cross-selling relevant products to optimize member relationships.

Responsibilities:

  • Process member transactions and address account inquiries efficiently and accurately.
  • Provide prompt and helpful service for a variety of financial transactions.
  • Analyze member relationships to identify opportunities to recommend and sell appropriate Credit Union products and services.
  • Engage in prospecting activities to meet sales goals and contribute to the growth of the Credit Union.
  • Perform administrative duties as assigned, ensuring smooth operations within the department.

Qualifications:

  • High school diploma or equivalent required.
  • Minimum of two years of experience in customer service or a related field.
  • Knowledge of Credit Union products and services is preferred.
  • Strong communication and organizational skills are essential for success in this role.
  • Proficiency in Microsoft Office Suite and Internet applications is required.
  • A service-oriented attitude with the ability to handle multiple tasks effectively in a fast-paced environment.
  • Comfortable working within a financial institution setting and maintaining confidentiality of member information.