Member Experience Specialist

Navy Federal Credit Union; Harker Heights (TX); On-site; USD 34,000 - 54,000; Full time

Job summary

Navy Federal Credit Union in Texas is seeking a frontline banking professional to assist members with accounts, loans, and a range of financial products. You will provide guidance, process routine transactions, and support cross-selling opportunities while upholding regulatory standards.

The role emphasizes relationship-based service, accuracy, and teamwork within a dynamic, member-centric environment at various branches across the area.

Qualifications

• Experience building relationships through rapport, trust, diplomacy, and tact.
• Effective research, analytical, and problem-solving skills.
• Experience working independently and in a team environment.

Responsibilities

• Provide basic counseling on 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 applicable 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.

Skills

Relationship building

Research & problem-solving

Independent & team work

Calm under pressure

Multisystem navigation

Decision making

Change management

Verbal & written communication

Job description

Navy Federal Credit Union in Texas is seeking a frontline banking professional to assist members with accounts, loans, and a range of financial products. You will provide guidance, process routine transactions, and support cross-selling opportunities while upholding regulatory standards.

The role emphasizes relationship-based service, accuracy, and teamwork within a dynamic, member-centric environment at various branches across the area.