Member Experience Advisor

Navy Federal Credit Union; Lutz (FL); On-site; USD 46,000 - 58,000; Full time

Job summary

Navy Federal Credit Union in Lutz, FL, is seeking a frontline associate to assist members with depository accounts, lending products, and card services. You will perform moderately complex platform banking tasks under supervision while developing confidence and independence.

The role emphasizes building relationships, researching account discrepancies, and cross-selling products while ensuring compliance and secure handling of cash. Available Monday – Saturday with hours based on business needs.

Qualifications

• Experience building relationships through rapport, trust, diplomacy, and tact.
• Effective research, analytical, and problem-solving skills.
• Experience working independently and in a team environment.
• Experience navigating 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

Analytical skills

Independent work

Team collaboration

Adaptability

Communication skills

Problem solving

Job description

Navy Federal Credit Union in Lutz, FL, is seeking a frontline associate to assist members with depository accounts, lending products, and card services. You will perform moderately complex platform banking tasks under supervision while developing confidence and independence.

The role emphasizes building relationships, researching account discrepancies, and cross-selling products while ensuring compliance and secure handling of cash. Available Monday – Saturday with hours based on business needs.