Banking Services Specialist: Member Experience

Navy Federal Credit Union; Poulsbo (WA); On-site; USD 42,000 - 64,000; Full time

Job summary

Navy Federal Credit Union in Poulsbo, WA is hiring for a role that provides basic counseling on financial products, assists with deposit accounts and loans, and resolves routine service requests. You will support teammates and ensure secure handling of cash and negotiables while following regulations.

The position offers opportunities to develop independence and adapt to a dynamic banking environment within a respected credit union committed to members and communities.

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.
• Experience navigating multiple systems efficiently and adapt to evolving technologies.
• Effective skill exercising sound judgment and make informed decisions.
• Ability to embrace and support change initiatives in a dynamic and continuously evolving environment.
• 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

Analytical thinking

Independent work

Team collaboration

Adaptability

Communication (verbal)

Communication (written)

Job description

Navy Federal Credit Union in Poulsbo, WA is hiring for a role that provides basic counseling on financial products, assists with deposit accounts and loans, and resolves routine service requests. You will support teammates and ensure secure handling of cash and negotiables while following regulations.

The position offers opportunities to develop independence and adapt to a dynamic banking environment within a respected credit union committed to members and communities.