Banking Member Services Specialist

Navy Federal Credit Union; Pensacola (FL); On-site; USD 46,000 - 56,000; Full time

Job summary

Navy Federal Credit Union is seeking a member-focused specialist to provide guidance on banking products and services at our Pensacola branch. You will help members open and manage deposit accounts, loans, and other financial products, while ensuring accuracy and adherence to regulations.

From this role, you’ll support cross-selling efforts, resolve routine account inquiries, and work with teammates to deliver a high level of service in a fast-paced, changing environment.

Qualifications

• Experience building relationships through rapport, trust, diplomacy, and tact.
• Strong research, analytical, and problem-solving skills.
• Able to work independently and in a team in a dynamic environment.
• Effective verbal and written communication 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

Analytical skills

Independent work

Team collaboration

Adaptability

Communication

Regulatory awareness

Job description

Navy Federal Credit Union is seeking a member-focused specialist to provide guidance on banking products and services at our Pensacola branch. You will help members open and manage deposit accounts, loans, and other financial products, while ensuring accuracy and adherence to regulations.

From this role, you’ll support cross-selling efforts, resolve routine account inquiries, and work with teammates to deliver a high level of service in a fast-paced, changing environment.