Member Banking Advisor

Navy Federal Credit Union; San Bernardino (CA); On-site; USD 42,000 - 55,000; Full time

Job summary

Navy Federal Credit Union in San Bernardino, CA is seeking a Member Services Associate to provide essential guidance on products, help members open and manage deposit accounts, and handle routine banking transactions. You will support cross-service offerings while upholding security and compliance with banking regulations.

Ideal candidates bring relationship-building, strong problem-solving, teamwork, and excellent communication skills to serve members and collaborate with colleagues in a

Qualifications

• Experience building relationships and trust with customers.
• Strong research, analytical, and problem-solving abilities.
• Ability to work independently and in a team setting.
• Capable of maintaining composure in a high-production environment.
• Comfort navigating multiple banking systems and evolving tech.
• Sound judgment and informed decision-making skills.
• Willingness to adapt to change in a dynamic environment.
• Excellent 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 products.
• Research and resolve basic account discrepancies and service requests.
• Identify opportunities to cross-service products and enhance member relationships.
• Understand and comply with relevant federal and institutional regulations.
• Support team members by sharing knowledge as experience grows.
• Ensure cash and negotiable instruments are handled securely.
• Process routine transactions including deposits, withdrawals, loan payments, and check cashing.
• Perform other duties as assigned.

Skills

Relationship building

Analytical skills

Independent & team work

Composure under pressure

System navigation

Judgment & decision making

Change adaptation

Communication

Job description

Navy Federal Credit Union in San Bernardino, CA is seeking a Member Services Associate to provide essential guidance on products, help members open and manage deposit accounts, and handle routine banking transactions. You will support cross-service offerings while upholding security and compliance with banking regulations.

Ideal candidates bring relationship-building, strong problem-solving, teamwork, and excellent communication skills to serve members and collaborate with colleagues in a