Member Experience Advisor (Banking)

Navy Federal Credit Union; Town of Florida (NY); On-site; USD 36,000 - 60,000; Full time

Job summary

Navy Federal Credit Union is seeking a member services role focused on advising members on products, opening and maintaining deposit accounts and loans, and resolving routine service requests. You will work within regulated guidelines while supporting a collaborative team in a fast-paced environment.

The position emphasizes building relationships, accurate processing of transactions, and ongoing learning about banking products to enhance member satisfaction.

Qualifications

• Ability to build rapport, trust and diplomacy with members
• Strong problem solving and analytical skills
• Experience working both independently and in teams
• Maintain composure in high production environments
• Navigate multiple banking systems efficiently
• Exercise sound judgment in decision making
• Support change initiatives in a dynamic setting
• Clear 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-sell products and enhance member relationships through education
• Understand and comply with relevant federal and institutional regulations
• 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 & Analysis

Teamwork

Adaptability

Tech Navigation

Judgment & Decisionmaking

Change Management

Communication

Education

Deposit & Loan Knowledge

Banking Customer Service Experience

Job description

Navy Federal Credit Union is seeking a member services role focused on advising members on products, opening and maintaining deposit accounts and loans, and resolving routine service requests. You will work within regulated guidelines while supporting a collaborative team in a fast-paced environment.

The position emphasizes building relationships, accurate processing of transactions, and ongoing learning about banking products to enhance member satisfaction.