Member Experience Specialist

Navy Federal Credit Union; Houston (TX); On-site; USD 36,000 - 60,000; Full time

Job summary

Navy Federal Credit Union in Houston seeks a member-focused associate to provide counseling on banking products, assist with opening and maintaining deposit accounts, loans, and other financial services, and perform moderately complex platform banking tasks under supervision.

You will research and resolve basic account discrepancies, identify cross-service opportunities to strengthen member relationships, ensure compliance with federal and institutional regulations, and support teammates as

Qualifications

• Experience building relationships through rapport, trust, diplomacy, and tact.
• Strong research, analytical, and problem-solving abilities.
• Ability to work independently and as part of a team.
• Capable of maintaining composure in a high-production environment.
• Comfort navigating multiple systems and evolving technologies.
• Sound judgment for informed decision-making.
• Ability to embrace change initiatives in a dynamic setting.
• Clear 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 all relevant 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 work

Team collaboration

Adaptability

Sound judgment

Communication skills

Regulatory awareness

Job description

Navy Federal Credit Union in Houston seeks a member-focused associate to provide counseling on banking products, assist with opening and maintaining deposit accounts, loans, and other financial services, and perform moderately complex platform banking tasks under supervision.

You will research and resolve basic account discrepancies, identify cross-service opportunities to strengthen member relationships, ensure compliance with federal and institutional regulations, and support teammates as