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Job Description Your Role as a Member Relationship Advisor I (Universal Banker) As a Member Relationship Advisor I. (Universal Banker) at Navigant Credit Union, you'll be on the front lines of helping our members with their financial needs and supporting a positive and personalized experience. We're looking for someone to play an active role in the following areas: • Delivering Outstanding Service: Help members in-person, over the phone, and online. Process transactions such as deposits, withdrawals, account transfers, and address changes., • Cross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. Develop an understanding of all consumer lending products and proactively identify opportunities to cross-sell beneficial products and services., • Loan Processing & Member Support: Help members complete loan applications, collect necessary documentation, and provide updates on loan status. Originate and close NCU's Smart Start, Cash Reserve Lines of Credit, and Personal Unsecured consumer loans. Ensure members understand their loan terms and next steps., • Problem-Solving & Advocacy: Address member inquiries and concerns with empathy, ensuring each interaction aligns with our core values. Maintain knowledge of and adhere to all applicable compliance, operational, and risk controls, with particular attention to the Bank Secrecy Act (BSA) and the SAFE Act., • 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., • Sales & Community Engagement: Work towards meeting annual sales and service goals. Act as a Navigant Credit Union ambassador in the community and at business-related functions. Manage a book of business, set appointments, and follow up on referrals. What We're Looking For Education • High school diploma or GED required. Qualifications • Tech-Savvy: Proficient with Microsoft Word, Excel, Outlook, and online tools. Experience with banking software is a plus., • Communication: Strong verbal and written skills to explain financial products in a clear, accessible way. Must be service-oriented and willing to educate members on products and services that will benefit their financial well-being., • Organizational Skills: Ability to multitask and be detail-oriented in a fast-paced environment., • Sales Skills: Ability to recommend products and services based on member needs., • Banking Experience: 2 years in member service and/or teller area of a credit union or other financial institution., • Loan Processing: Understanding of loan origination, underwriting, and documentation., • Languages: Bilingual Spanish Why You'll Love Working at Navigant Credit Union Joining Navigant Credit Union means becoming part of a team that cares about your career success and well-being. As a Member Relationship Advisor I, not only will you make a direct impact on our members' financial journey, but will also 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 We are committed to creating a diverse and inclusive workplace and encourage individuals from all backgrounds to apply. Job Posted by ApplicantPro

Job Description Your Role as a Member Relationship Advisor I As a Member Relationship Advisor I. at Navigant Credit Union, you'll be on the front lines of helping our members with their financial needs and supporting a positive and personalized experience. We're looking for someone to play an active role in the following areas: • Delivering Outstanding Service: Help members in-person, over the phone, and online. Process transactions such as deposits, withdrawals, account transfers, and address changes., • Cross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. Develop an understanding of all consumer lending products and proactively identify opportunities to cross-sell beneficial products and services., • Loan Processing & Member Support: Help members complete loan applications, collect necessary documentation, and provide updates on loan status. Originate and close NCU's Smart Start, Cash Reserve Lines of Credit, and Personal Unsecured consumer loans. Ensure members understand their loan terms and next steps., • Problem-Solving & Advocacy: Address member inquiries and concerns with empathy, ensuring each interaction aligns with our core values. Maintain knowledge of and adhere to all applicable compliance, operational, and risk controls, with particular attention to the Bank Secrecy Act (BSA) and the SAFE Act., • 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., • Sales & Community Engagement: Work towards meeting annual sales and service goals. Act as a Navigant Credit Union ambassador in the community and at business-related functions. Manage a book of business, set appointments, and follow up on referrals. What We're Looking For Education • High school diploma or GED required. Qualifications • Tech-Savvy: Proficient with Microsoft Word, Excel, Outlook, and online tools. Experience with banking software is a plus., • Communication: Strong verbal and written skills to explain financial products in a clear, accessible way. Must be service-oriented and willing to educate members on products and services that will benefit their financial well-being., • Organizational Skills: Ability to multitask and be detail-oriented in a fast-paced environment., • Sales Skills: Ability to recommend products and services based on member needs., • Banking Experience: 2 years in member service and/or teller area of a credit union or other financial institution., • Loan Processing: Understanding of loan origination, underwriting, and documentation. Why You'll Love Working at Navigant Credit Union Joining Navigant Credit Union means becoming part of a team that cares about your career success and well-being. As a Member Relationship Advisor I, not only will you make a direct impact on our members' financial journey, but will also 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 We are committed to creating a diverse and inclusive workplace and encourage individuals from all backgrounds to apply. About People helping people is what makes Navigant Credit Union truly special. 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. At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England. Our success is founded upon our community-based values and our belief in putting people first. These 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 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. Navigant Credit Union prides itself on 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 robust medical and dental plans, vision benefits, 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and more. If you believe you'd be a great fit, and are interested in joining our team, check out our open positions and apply today! Job Posted by ApplicantPro

Job Description Position: Universal Banker l Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1st VP Manager of Retail Banking ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank’s Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank’s steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: 1. Performs any functions necessary, within scope of authority and expertise in order to provide the highest level of service and responsiveness to customers and the community in which it serves., 2. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model to establish new customer relationships, to retain and deepen existing customer relationships, and to provide the highest customer service experience. Fulfill customer financial needs by utilizing the sales process including referrals to business partners, closing sales and completing Customer Summaries., 3. May manage Personal Banker Portfolio., 4. Encourage customer to utilize automated transaction handling by conducting demonstration of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance., 5. Handle servicing of customer accounts and resolve issues efficiently and effectively with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required., 6. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management., 7. Establish proficiency of the Bank’s systems needed to effectively service customers with the highest of service standards., 8. May coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May assist tellers with customer transactions and/or daily branch settlement., 9. May assist with the branch operations and with the training of branch personnel, consistent with the operational protocols established by the Bank. May have the ability to take and close consumer loans including equity loans., 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible., 11. Non-Certified with the expectation to work towards full certification as UB II within 9 months, 12. Ensure information security policies are adhered to and that required controls are implemented as intended., 13. Research and evaluate data from various sources to identity new threats, trends, issues and opportunities to improve processes., 14. Engage in special projects and other duties as assigned. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: 15. Performs related and unrelated duties as may be required. REQUIREMENTS: Spanish Speaking Preferred. Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. Requires the ability to apply strong analytical skills in reviewing data received from business partners. Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law. FULL-TIME BENEFITS: 401(k) Employee Pension Paid Time Off (PTO) Parental Leave Tuition Reimbursement Begins first of the month following date of hire: Medical, Dental, Vision Critical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance Program Flexible Spending Account Dependent Care Account Health Savings Account VISIT OUR WEBSITE: LINKEDIN:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Gr

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Title - Call Center Banker- Specialist -Spanish 1st and 2nd Shift.

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Relationship Banker - Broad Street Financial Center.

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Citizens Bankers are the face of the branch.

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Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial

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The Fill Banker will complete all monetary transactions including table fills, chip transfers and balancing chips. They will maintain a spare float to be sued once the current fill banker has balanced and before the next shift begins.

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