Member Experience & Banking Solutions Specialist

Navy Federal Credit Union; Winter Park (FL); On-site; USD 32,000 - 52,000; Full time

Job summary

Navy Federal Credit Union in Winter Park, FL is seeking a member-focused banking professional to provide basic counseling on products and services. You will assist with deposits, loans, and other financial needs, resolve routine account issues, and help educate members to cross-sell products.

This role supports compliance with applicable regulations and collaborates with teammates to ensure secure handling of cash and transactions.

Qualifications

• Experience 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 judgment and decision-making under changing conditions.
• Ability to support change initiatives in a dynamic environment.
• Strong 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-service 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 & problem-solving

Independent work

Team collaboration

Adaptability

Communication skills

Regulatory awareness

Job description

Navy Federal Credit Union in Winter Park, FL is seeking a member-focused banking professional to provide basic counseling on products and services. You will assist with deposits, loans, and other financial needs, resolve routine account issues, and help educate members to cross-sell products.

This role supports compliance with applicable regulations and collaborates with teammates to ensure secure handling of cash and transactions.