Navigant Credit Union
  • 30-Aug-2022 to Until Filled (EST)
  • Warren
  • Warren, RI, USA
  • Hourly
  • Full Time

Medical, Dental and Vision; Vacation/Sick/Personal Time; Paid Holidays; 401K


Are you ready to join a growing company that offers room for career advancement, competitive pay and a robust benefit package? One that has been consistently recognized by Providence Business News as a Best Place to Work in Rhode Island for the large employer category? Then look no further!

Navigant Credit Union currently has a position in our Warren branch- and we're looking to speak to some dynamic, talented individuals about joining the Navigant family.

Navigant Credit Union has long been recognized as one of Rhode Island's premier Credit Unions institutions and has recently been recognized by Providence Business News as one of the #1 Best Place to Work in Rhode Island for the large employer category. Established in 1915, we have served generations of satisfied members with our focus on providing customer service unmatched in the industry.

We offer competitive pay and great employee benefits, including medical and dental coverage for you and your dependents, life and disability insurance plans, 401K program with company match, time off benefits to promote work/life balance and on-site banking at our corporate offices in addition to our fifteen other branch locations. Navigant Credit Union promotes good health and wellness by providing all employees free access to an on-site fitness center. As a growing organization, we offer opportunities for advancement as well as tuition assistance and training to position our employees to succeed. These are just some of the benefits of a career with Navigant Credit Union.

If you believe you have what it takes and are interested in joining our team of financial service professionals, we want to hear from you!


GENERAL SUMMARY

Under general supervision, but following established policies and procedures, delivers exceptional customer service, aligned with the Credit Union's core values and mission statement. Responsible for the efficient and effective delivery of products and services to members. 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 services. Provides members such services as opening new accounts, ordering checks, account maintenance, corrections, etc.
Meets and exceeds individual sales goals and actively participates in all branch sales and marketing activities. Interviews and assists members complete loan applications, obtains pertinent loan information and prepares necessary paperwork to disburse loans.

MAJOR RESPONSIBILITIES (in descending order of importance)

1. Maintains security and compliance with Credit Union Security Plan.
2. Opens new member accounts and provides information to new and prospective members by explaining and cross-selling Credit Union products and services. Completes forms for opening and processing all types of accounts, including share, share draft, money market, certificates, IRAs, etc.
3. Identifies perceived and unperceived financial needs of our members and actively cross-sells Credit Union products and services.
4. Performs teller transactions, both operational and sales oriented.
5. Maintains and services existing members' accounts: address changes, names changes, check re-orders, wire transfers, stop payments, etc.
6. Originates, underwrites and closes Consumer Loans offered by the Credit Union.


QUALIFICATIONS:

Education

High school diploma or equivalent (GED) education required.

Experience/Skills/Knowledge:

1. Preferred: 2 years in member service and/or teller area of a credit union or other financial institution.
2. Excellent verbal, written, telephone and interpersonal communication skills. Must possess a strong service orientation and willingness to sell products and services.
3. Excellent organizational, analytical and problem-solving skills.
4. Preferred: Sales experience in a goal and/or commission-based customer service driven environment.
5. Preferred: General knowledge of loan origination, underwriting and documentation.
6. PC proficient including Microsoft Office (Word, Excel, Outlook) and the Internet.
7. Ability to function in a financial institution branch environment and utilize standard office equipment, including but not limited to: PC, fax, copier, currency counter, money order encoder, telephone, etc. Ability to lift a minimum of 25 lbs. (coin bags). Some local travel required.



Full Job Description
Navigant Credit Union
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