Member Service Representative

3 days ago


Warren, Rhode Island, United States Navigant Credit Union Full time
About Us

Navigant Credit Union is a community-driven financial institution dedicated to improving the financial well-being of its members. With over $3 billion in assets, we are one of the largest credit unions in Rhode Island.

Job Summary

We are seeking a highly skilled Member Service Representative to join our team. As a key member of our branch team, you will provide exceptional customer service, process member transactions, and promote credit union products and services.

Key Responsibilities
  1. Process member transactions, including deposits, withdrawals, and account transfers.
  2. Provide accurate information to members regarding credit union services, products, policies, and procedures.
  3. Cross-sell and service members to deepen relationships and meet sales goals.
  4. Conduct outbound calls to members to follow up on services sold and develop new business.
  5. Perform other member services, operational, loan processing/interviewing, and administrative duties as assigned.
Requirements
  • High school diploma or equivalent required; AA degree in a related field preferred.
  • Minimum 2-4 years of experience in a financial institution, preferably in MSR and/or loan processing/interviewing and sales.
  • Demonstrated knowledge of credit union products, services, policies, procedures, and regulations.
  • Excellent verbal, written, telephone, and interpersonal communication skills.
  • PC proficiency, including Microsoft Office and the Internet.
  • Ability to function in a financial institution branch environment and utilize standard office equipment.
What We Offer

Navigant Credit Union offers a competitive salary, rich medical and dental plan, vision benefits, a robust 401(k) with a generous employer match, tuition reimbursement, and opportunities to give back to the community.



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