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Relationship Building:

Develop meaningful relationships to understand members' financial picture and goals. Recommend and cross-sell products and services as needed.

Member Services:

Process transactions via phone, mail, email, fax, and online services related to loan payments, account transfers, address changes, and debit card issues. Resolve member inquiries and discrepancies with care and accuracy.

Sales and Referrals:

Promote Credit Union products and services that meet the needs of NCU members. Refer individuals to wealth management as appropriate.

Team Collaboration:

Work closely with colleagues to ensure seamless service and contribute to a positive team environment. Collaborate with branch team and business partners to acquire and deepen member relationships.

Additional Duties:

Assist with other member services and administrative tasks as assigned by the supervisor. What We're Looking For Education High school diploma or GED required.

Qualifications Experience:

At least 2 years of experience in member service, operations, or call center.

Customer Service:

Previous customer service experience and the ability to maintain confidentiality.

Communication:

Excellent verbal, written, telephone and interpersonal communication skills.

Organizational Skills:

Strong organizational, analytical, and problem-solving abilities. Ability to handle multiple projects and priorities effectively.

Tech Savvy:

Proficient with Microsoft Word, Excel, PowerPoint, Outlook, and online tools. Experience with banking software is a plus.

Preferred Skills Banking experience:

Knowledge of financial and/or banking products, services, policies, and procedures.

Sales Skills:

Ability to recommend products and services based on member needs.

Language Skills:

Bilingual in Spanish. Why You'll Love Working at Navigant Credit Union Joining Navigant Credit Union means becoming part of a team that genuinely cares about your career success and well-being. As a Member Service Advisor, you will make a direct impact on our members' financial journey and receive: Competitive Salary +

Incentives:

Earn a competitive salary with performance-based incentives.

Comprehensive Benefits:

Health, dental, vision coverage, 401(k) plan, tuition reimbursement, etc.

Career Growth:

Ongoing training and professional development opportunities to grow your career.

Work-Life Balance:

Enjoy paid time off, paid volunteer hours, and a supportive work environment that values your time and energy. Navigant Credit Union is an Equal Opportunity Employer. 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Find & Apply For Membership Sales Representative Jobs in Lincoln, Rhode Island

Member Service Advisor - Contact Center