Member Service Advisor

7 months ago

Smithfield, United States Navigant Credit Union Full time

ABOUT:

People helping people. That's what a credit union, and in particular Navigant Credit Union, is all about. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.

Now at more than $3 billion in assets, Navigant Credit Union is among the largest credit unions in Rhode Island, yet still maintain our community-driven values.

Those values-and our belief in putting people first-are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News.

Our Core Values consist of "Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees.

Our company prides itself on demonstrating community-based values and investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class 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.

If you believe you'd be a great fit, and are interested in joining our team, submit an application today


ABOUT THE ROLE:

Under general supervision, but following established policies and procedures, performs a broad range of member service/teller activities. Delivers exceptional customer service, aligned with the Credit Union's core values and mission statement. Serves as an advocate for members and is an integral contributor to the credit union's member experience. Meets all established sales and service goals. Provides member services such as transfer funds, wire transfers, checks orders, online banking and debit card troubleshooting, etc. Cross-sells Credit Union products and services. Responds to questions and/or provides information upon request from members (internal and external). Assists members and potential members in understanding and utilizing Credit Union products and service.

WHAT YOU WILL DO: (in descending order of importance)

1. Processes all member transactions via phone, mail, e-mail, fax and online services to include loan payments, account transfers, address changes, online banking and debit cards. Responds to member inquiries regarding discrepancies or problems with their account. Researches and determines correct action in accordance with established policies and procedures. Responds to member's questions, transactions and complaints. Routes calls to proper department only after exhausting all efforts to assist the member.
2. Gives prompt, efficient and accurate service in the processing of all transactions such as direct deposits, Debit/ATM cards, CD/IRA/Money Markets. Utilizes tact and process knowledge to research and resolve member inquiries while explaining specific policies and procedures. May place stop payment on checks, provide copies of checks and/or orders checks. Provides accurate information to members regarding Credit Union services, products, policies and procedures. Refers members to departments/personnel providing specialized services as necessary.
3. Analyzes member relationship in order to optimize existing products and services and deepen relationships by cross selling of relevant products and services
4. Conducts prospecting including outbound calls and emails as needed and to meet established sales goals.
5. Perform other member services and administrative duties as assigned by the Assistant Manager or Manager.

QUALIFICATIONS:
Education
High school diploma or equivalent (GED) education required.

Experience/Skills/Knowledge:
1. Minimum two (2) years experience in member service, operations and/or lending. Previous customer service experience preferred
2. Demonstrated knowledge of Credit Union products, services, policies and procedures and ability to sell them. Previous telephone sales experience
3. Excellent verbal, written, telephone and interpersonal communication skills
4. Excellent organizational, analytical and problem-solving skills
5. PC proficient, including Microsoft Office (Word, Excel, PowerPoint, Outlook) and the Internet
6. Must possess a strong service orientation
7. Ability to handle multiple projects/priorities simultaneously with an effective outcome
8. Ability to deal with highly confidential information
9. Ability to function in a financial institution branch/office environment and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, etc. Ability to lift a minimum of 25 lbs. (e.g. file boxes)



Job Posted by ApplicantPro

  • Experienced Auto Service Advisors, Writers

    4 weeks ago

    Smithfield, United States Deacon Jones GM Full time

    1115 North Brightleaf Blvd., Smithfield, NC 27577AUTOMOTIVE SERVICE ADVISOR Generous Pay Plan!Only Experienced Should Apply!Walk-in Applicants are Welcome!Deacon Jones GM of Smithfield was established in 1970 and has been serving NC for over 40 years. We treat our people the way we want to be treated! Our unmatched service and diverse Buick, Chevrolet, GMC...

  • Vehicle Service Advisor Professional

    5 days ago

    Smithfield, Utah, United States Classic Kia Smithfield Full time

    About the RoleThis Automotive Service Advisor Professional will be responsible for ensuring the smooth operation of our service department, providing exceptional customer service, and staying up-to-date with current automotive technology and industry trends.Main Duties and Responsibilities:Customer Interaction: Assist customers with scheduling appointments,...

  • Member Service Advisor

    7 months ago

    Smithfield, United States CareerBuilder Full time

    ABOUT: People helping people. That's what a credit union, and in particular Navigant Credit Union, is all about. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915. Now at more than $3 billion in assets, Navigant Credit Union is among the largest credit unions in...

  • Seasonal Beauty Advisor

    2 months ago

    Smithfield, United States Ulta Beauty Full time

    Ulta Beauty - 371 Putnam Pike [Sales Associate / Team Member] As a Beauty Advisor at Ulta Beauty, you'll: Make eye contact, smile, and promptly acknowledge and greet each guest entering the store; Determine each guest need and answer questions concerning products and services; Partner with management to ensure the guest needs are met; Recommend additional...

  • Kia Service and Parts Team Members

    6 months ago

    Smithfield, United States Mills Auto Group Full time

    Job Summary:Mills Auto Group is seeking experienced and highly skilled individuals to join our new Kia team of Service and Parts Team Members.In this role, you will be responsible for providing top-notch service and quality workmanship to our customers, while also contributing to the overall success of our Kia service department.These are full-time positions...

  • Insurance Service Advisor

    1 day ago

    Smithfield, Virginia, United States State Farm Insurance Full time

    As a Customer Service Representative at State Farm Insurance, you will be responsible for delivering exceptional customer experiences. Our ideal candidate has a strong understanding of insurance products and services, excellent communication skills, and the ability to work in a fast-paced environment.This role involves assisting customers with inquiries,...

  • Financial Services Coordinator

    3 days ago

    Smithfield, Rhode Island, United States Navigant Credit Union Full time

    Responsibilities">As a Member Service Advisor, your primary responsibilities will include:"> Processing all member transactions via phone, mail, e-mail, fax and online services to include loan payments, account transfers, address changes, online banking and debit cards."> Responding to member inquiries regarding discrepancies or problems with their...

  • Sales Advisor for New and Used Cars

    2 days ago

    Smithfield, North Carolina, United States Classic Ford Full time

    About the PositionAs a Sales Advisor for New and Used Cars at Classic Ford, you will play a critical role in helping customers find their perfect vehicle. This is an exciting opportunity to work in a dynamic and growing company, with a focus on customer satisfaction and sales excellence.Responsibilities and RequirementsMeet and exceed monthly sales...

  • Highly Experienced Automotive Service Consultant

    3 weeks ago

    Smithfield, North Carolina, United States Deacon Jones GM Full time

    Automotive Service Advisor OpportunityWe are seeking a highly experienced Automotive Service Advisor to join our team at Deacon Jones GM of Smithfield, NC.About the Role:This is a full-time opportunity for an experienced Service Advisor who is looking to take their career to the next level. As a Service Advisor, you will be responsible for providing...

  • Kia Service Advisor

    6 days ago

    Smithfield, Utah, United States Classic Kia Smithfield Full time

    We are seeking a highly motivated Automotive Service Consultant to join our team at Classic Kia Smithfield. As an Automotive Service Consultant, you will be responsible for providing exceptional customer service and ensuring the smooth operation of our service department.Responsibilities:Customer Service: Provide exceptional customer service and handle...

  • Dining Service Team Member

    1 day ago

    Smithfield, Virginia, United States Smithfield Station Full time

    Job OverviewThe Smithfield Station is seeking a highly motivated and detail-oriented Dining Service Team Member to join our team. As a key member of our service staff, you will be responsible for providing exceptional customer service, maintaining a clean and organized dining environment, and ensuring timely delivery of food and beverages.

  • Senior Compliance Advisor, FDAS Compliance

    6 months ago

    Smithfield, United States Fidelity Investments Full time

    Job Description : Role Fidelity Internal Information Senior Compliance Advisor, FDAS Compliance The Role As a member of the Fidelity Digital Asset Services, LLC (“FDAS”) Compliance team, you will serve as an informed and trusted business partner, who promotes a culture of ethical conduct and commitment to compliance, regulatory and legal...

  • Food Service Staff Member

    4 weeks ago

    Smithfield, Rhode Island, United States Compass Group USA Inc Full time

    About the Position:Chartwells K12, a leading provider of food services to schools, is seeking a part-time Food Service Worker to join their team. This role is ideal for individuals who enjoy working in a fast-paced environment and are passionate about providing excellent customer service.Salary and Benefits:The estimated salary for this position is $14.00 to...

  • Fitness Team Member

    4 weeks ago

    Smithfield, North Carolina, United States Excel Fitness Full time

    Excel Fitness, a Planet Fitness franchise group based out of Austin, TX with 80+ clubs and growing, offers an exciting career opportunity as a Fitness Team Member - Customer Service Representative.Company OverviewWe have grown from 16 locations in TX to over 80 locations in 6 states since 2016, opening 10+ new clubs a year. Our goal is to provide exceptional...

  • Member Services Representative

    4 weeks ago

    North Smithfield, United States Planet Fitness - The Core Group Full time

    Job Summary The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. Essential Duties and Responsibilities  Greet members, prospective members and guests, providing exceptional customer service. Handle all...

  • Assistant Branch Manager

    5 days ago

    Smithfield, Rhode Island, United States Navigant Credit Union Full time

    About the RoleThis is an exciting opportunity to join the team at Navigant Credit Union as an Assistant Branch Manager. As a key member of our branch team, you will be responsible for ensuring the smooth operation of the branch, providing exceptional customer service, and driving sales and service programs.You will work closely with the Branch Manager to...

  • Rural Mail Service Representative

    1 week ago

    Smithfield, Utah, United States US Postal Service Full time

    The US Postal Service is seeking a skilled and reliable individual to fill the role of Rural Carrier Associate. In this position, you will be responsible for driving a vehicle along a prescribed rural route to deliver and collect mail. As a key member of our team, you will provide excellent customer service and ensure timely delivery of...

  • Senior Business Intelligence Analyst

    4 weeks ago

    Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Fidelity Investments, a leading financial services company, is seeking a skilled Senior Business Intelligence Analyst to join our team. As a key member of our Business Analysis group, you will play a crucial role in designing and implementing business intelligence solutions that drive business growth and profitability.This is a unique opportunity to work...

  • Representative, Client Services

    1 day ago

    Smithfield, United States Fidelity Investments Full time

    Job Description: Are you customer focused and also strive to deliver experiences that foster's customer loyalty? Then this might be the right role and opportunity for you! Apply now to be considered for the upcoming October class that includes an immersive paid training during onboarding! **Associates in this role can work in Smithfield, RI or in Westlake,...

  • Customer Service Team Member

    2 weeks ago

    North Smithfield, Rhode Island, United States Walmart Full time

    About the JobThis Sales Associate position at Walmart offers an exciting opportunity to develop your customer service and sales skills in a fast-paced retail environment. As a member of our team, you will be responsible for providing exceptional customer service, maintaining a clean and organized store environment, and working collaboratively with other team...