Banking Customer Service Specialist

Navy Federal Credit Union; Long Beach (CA); On-site; USD 32,000 - 44,000; Full time

Benefits offered by this job

TalentQuest referral program

Job summary

Navy Federal Credit Union is seeking a customer-focused team member in Long Beach, CA to support member needs and process routine banking transactions. The role emphasizes service, accuracy, and knowledge sharing within a supportive team environment.

Qualified candidates will handle deposits, loans, and inquiries while adhering to regulatory requirements and internal controls. This position is eligible for referral programs and offers opportunities for growth within the credit union.

Qualifications

• Experience in building effective relationships through rapport, trust, diplomacy, and tact.
• Effective research, analytical, and problem-solving skills.
• Experience working independently and in a team environment.
• Experience maintaining composure in a high-production and changing environment.
• Ability to navigate multiple systems efficiently and adapt to evolving technologies.
• Effective verbal and written communication skills to engage with members and colleagues.

Responsibilities

• Provide basic counseling on available products and services to meet member needs.
• Assist members with opening and maintaining deposit accounts, loans, and other financial products.
• Research and resolve basic account discrepancies and service requests.
• Identify opportunities to cross-service products and enhance member relationships through education.
• Understand and comply with all relevant federal and institutional regulations related to financial products and services.
• Support team members by sharing knowledge and best practices as experience grows.
• Ensure cash and other negotiable instruments are handled properly and securely.
• Process routine transactions, including deposits, withdrawals, loan payments, and check cashing.
• Perform other duties as assigned.

Skills

Relationship building

Research skills

Teamwork

Composure under pressure

Multisystem navigation

Judgment & decision making

Adaptability

Communication skills

Job description

Navy Federal Credit Union is seeking a customer-focused team member in Long Beach, CA to support member needs and process routine banking transactions. The role emphasizes service, accuracy, and knowledge sharing within a supportive team environment.

Qualified candidates will handle deposits, loans, and inquiries while adhering to regulatory requirements and internal controls. This position is eligible for referral programs and offers opportunities for growth within the credit union.