Member Experience Specialist

Navy Federal Credit Union; El Cajon (CA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive pay and generous benefits

Job summary

Navy Federal Credit Union in El Cajon, CA is seeking a member-facing professional to provide basic counseling on products, assist with opening and maintaining deposit accounts, loans, and other financial services, and support daily banking operations.

The role emphasizes building relationships, working both independently and in a team, handling routine transactions securely, and complying with regulations while growing confidence and independence.

Qualifications

• Must build effective relationships with members and colleagues.
• Strong research, analytical and problem-solving abilities.
• Able to work independently and as part of a team.
• Maintain composure in high-production, changing environments.
• Navigate multiple systems efficiently and adapt to evolving technologies.
• Exercise sound judgment and make informed decisions.
• Embrace and support change initiatives in a dynamic environment.
• Communicate effectively with members and colleagues in written and spoken form.

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 regulations related to financial products and services
• Support teammates by sharing knowledge and best practices as experience grows
• Ensure cash and 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 and problem-solving

Independent and team work

Composure under pressure

Systems literacy

Judgment and decision-making

Change adaptability

Verbal and written communication

Job description

Navy Federal Credit Union in El Cajon, CA is seeking a member-facing professional to provide basic counseling on products, assist with opening and maintaining deposit accounts, loans, and other financial services, and support daily banking operations.

The role emphasizes building relationships, working both independently and in a team, handling routine transactions securely, and complying with regulations while growing confidence and independence.