Member Experience Advisor

Navy Federal Credit Union; Mesquite (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

TalentQuest referral program

Job summary

Navy Federal Credit Union is seeking an entry to mid-level member services professional in Mesquite, TX, to provide guidance on banking products and help members open and manage accounts. You will resolve basic discrepancies, support cross-selling, and operate multiple banking systems in a compliant, collaborative environment.

The role emphasizes accurate processing of routine transactions, adherence to regulations, and teamwork, with opportunities to grow into broader responsibilities within a

Qualifications

• Builds rapport and trust with members to assess needs.
• Resolves basic account discrepancies and requests.
• Supports cross-service product referrals to enhance relationships.
• Operates multiple banking systems efficiently.
• Maintains composure in high-production environments.
• Adheres to federal and institutional regulations.
• Collaborates with team and communicates clearly.
• Openness to learning and applying new processes.

Responsibilities

• Provide basic counseling on 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 relevant regulations
• Support team by sharing knowledge and best practices
• 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 Thinking

Independent & Team Work

Adaptability

Verbal & Written Communication

Decision Making

Change Management

Customer Communication

Job description

Navy Federal Credit Union is seeking an entry to mid-level member services professional in Mesquite, TX, to provide guidance on banking products and help members open and manage accounts. You will resolve basic discrepancies, support cross-selling, and operate multiple banking systems in a compliant, collaborative environment.

The role emphasizes accurate processing of routine transactions, adherence to regulations, and teamwork, with opportunities to grow into broader responsibilities within a