Member Relationship Advisor I

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, check out our open positions and apply today!

ABOUT THE JOB:

A Member Relationship Advisor I supports the Credit Union's mission statement by providing a wide range of banking services to members, ensuring a high level of customer satisfaction and operational efficiency. This role is responsible for performing teller transactions, account opening and maintenance. Offering a versatile and comprehensive banking experience, the MRA I contributes to the branch achieving assigned sales goals. This role is ideal for someone looking to start a career in banking, offering opportunities for growth and development within the financial industry.

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

1. Supports the credit union's strategic plan by providing exceptional service to members in order to meet their financial needs

2. Promotes financial wellness of members by providing personalized needs-based solutions.

3. Understands and educates members on all types of personal and business accounts, as well as our digital suite of products and services, through a consultative sales approach.

4. Performs teller transactions, account opening and maintenance. Utilizes resources and technology to create efficiencies and optimize the member experience.

5. Develops understanding of all consumer lending products and proactively identifies opportunities utilizing CuneXus to cross-sell beneficial products and services, and credit cards.

6. Originates and closes NCU's Smart Start, Cash Reserve Lines of Credit, and Personal Unsecured consumer loans.

7. Calls on book of business, sets appointments and follows up on referrals.

8. Collaborates with branch team and business partners for the purpose of acquiring and deepening member relationships.

9. Meets or exceeds annual sales and service goals as assigned.

10. Acts as a Navigant Credit Union ambassador in the community or at business-related functions.

11. Maintains knowledge of and adhere to all applicable compliance, operational, and risk controls in accordance with credit union or regulatory standards and policies, with particular attention to the Bank Secrecy Act (BSA) and the SAFE Act.

12. Performs all other duties as assigned by the Branch Management team.

QUALIFICATIONS:

Education

High school diploma or equivalent (GED) education required.

Experience/Skills/Knowledge:

1. Excellent verbal, written, telephone and interpersonal communication skills required. Must possess a strong service orientation and willingness to sell products and services.

2. Excellent organizational, analytical and problem-solving skills required.

3. Must have the ability to multi-task and thrive in a team-based environment.

4. PC proficient including Microsoft Office (Word, Excel, Outlook) and the Internet.

5. Preferred: Sales experience in a goal and/or commission-based customer service driven environment.

6. Preferred: 2 years in member service and/or teller area of a credit union or other financial institution.

7. Preferred: General knowledge of loan origination, underwriting and documentation.

8. Must have the ability to function in a financial institution branch environment and utilize standard office equipment. Ability to lift a minimum of 25 lbs. (coin bags).

9. Must be able to travel within the credit union's footprint based on business needs.