Member Experience Specialist

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

Job summary

Navy Federal Credit Union in Oceanside, California seeks a front-line platform banking professional to support members with product services and routine financial transactions. The role emphasizes accuracy, compliance, and cross-selling education to strengthen member relationships.

The position requires teamwork and independent work within a regulated environment, and may involve processing deposits, loans, and transfers while upholding security standards.

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 making informed decisions.
• Ability to embrace and support change initiatives in a dynamic environment.
• Effective 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 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

Skills

Relationship building

Analytical skills

Independent work

Team collaboration

Composure under pressure

Systems navigation

Judgment & decision making

Change adaptability

Communication skills

Job description

Navy Federal Credit Union in Oceanside, California seeks a front-line platform banking professional to support members with product services and routine financial transactions. The role emphasizes accuracy, compliance, and cross-selling education to strengthen member relationships.

The position requires teamwork and independent work within a regulated environment, and may involve processing deposits, loans, and transfers while upholding security standards.