Member Service Advisor - Navigant Credit Union

Skills for Rhode Island’s Future is recruiting candidates for Navigant Credit Union. Please read more about Skills for Rhode Island’s Future at the end of this job description.
COMPANY NAME: Navigant Credit Union
JOB TITLE: Member Service Advisor
LOCATION: Lincoln, RI
HOURS: 1^st Shift.
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, check 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.

Key Responsibilities:
 

• 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.
  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.
• Analyzes member relationship in order to optimize existing products and services and deepen relationships by cross selling of relevant products and services
  Conducts prospecting including outbound calls and emails as needed and to meet established sales goals.
   
• Perform other member services and administrative duties as assigned by the Assistant Manager or Manager.
   

• High school diploma or equivalent (GED) education required.
  Minimum two (2) years’ experience in member service, operations and/or lending.
• Previous customer service experience preferred
  Demonstrated knowledge of Credit Union products, services, policies and procedures and ability to sell them.
• Previous telephone sales experience
  Excellent verbal, written, telephone and interpersonal communication skills
  Excellent organizational, analytical and problem-solving skills
  PC proficient, including Microsoft Office (Word, Excel, PowerPoint, Outlook) and the Internet
  Must possess a strong service orientation
  Ability to handle multiple projects/priorities simultaneously with an effective outcome
  Ability to deal with highly confidential information
  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)

HOW TO APPLY
For more information and a full job description, please visit Skills for Rhode Island’s Future website at www.skillsforri.com/jobs. Applicants interested in this position will be screened by Skills for Rhode Island’s Future and Navigant Credit Union will make the final hiring decisions.
WHY APPLY THROUGH SKILLS FOR RHODE ISLAND’S FUTURE
Our mission is focused on supporting unemployed and underemployed job seekers. Our goal is to get you back to work. Skills for Rhode Island’s Future’s team will guide and provide you with support throughout the hiring process.
Skills for Rhode Island’s Future has agreements with employers to recruit talent like you, making us a resource to get the unemployed and underemployed job seeker back to work.