Member Experience Specialist

Navy Federal Credit Union; Gulf Breeze (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Navy Federal Credit Union in Florida seeks a platform banking associate to guide members through depository accounts and lending products, performing moderately complex tasks under supervision while building confidence.

You will handle routine transactions, assist with new accounts, and resolve simple discrepancies, while staying compliant with regulations and collaborating with teammates.

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 skill exercising sound judgment and make informed decisions
• Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
• Effective verbal and written communication skills to engage 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 all relevant federal and institutional regulations related to financial products and services
• 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

Job description

Navy Federal Credit Union in Florida seeks a platform banking associate to guide members through depository accounts and lending products, performing moderately complex tasks under supervision while building confidence.

You will handle routine transactions, assist with new accounts, and resolve simple discrepancies, while staying compliant with regulations and collaborating with teammates.