Member Experience Specialist

Navy Federal Credit Union; Beaufort (SC); Sur place; USD 33 000 - 43 000; Plein temps

Résumé du poste

Navy Federal Credit Union in Beaufort, SC seeks a member service professional to help clients open and maintain deposit accounts, loans, and other financial products while offering basic guidance on suitable options. You will process routine transactions, research simple discrepancies, support teammates, and identify cross-sell opportunities while adhering to federal and local regulations.

The role requires clear communication, relationship-building, calm handling of busy periods, and the

Qualifications

• Ability to build rapport and trust with members.
• Strong research, analytical, and problem-solving skills.
• Ability to work independently and in a team.
• Maintains composure in high-production environments.
• Ability to navigate multiple banking systems.
• Sound judgment and informed decision-making.
• Willingness to adapt to change in a dynamic environment.
• Excellent verbal and written communication with members.

Responsabilités

• Provide basic counseling on products and services.
• Assist with opening and maintaining deposit accounts and loans.
• Research and resolve basic account discrepancies.
• Identify cross-sell opportunities to enhance member relationships.
• Understand and comply with banking regulations.
• Share knowledge with teammates and support ongoing learning.
• Process routine transactions including deposits and withdrawals.
• Handle cash and other negotiable instruments securely.
• Perform additional duties as assigned.

Connaissances

Relationship building

Communication

Problem-solving

Independent and team work

Adaptability

Regulatory compliance

Decision making

System navigation

Description du poste

Navy Federal Credit Union in Beaufort, SC seeks a member service professional to help clients open and maintain deposit accounts, loans, and other financial products while offering basic guidance on suitable options. You will process routine transactions, research simple discrepancies, support teammates, and identify cross-sell opportunities while adhering to federal and local regulations.

The role requires clear communication, relationship-building, calm handling of busy periods, and the