Member Experience Specialist

Navy Federal Credit Union; Oceanside (CA); On-site; USD 40,000 - 55,000; Full time

Job summary

Navy Federal Credit Union is seeking a detail-oriented banking professional to support members with deposit accounts, loans, and other financial products. The role focuses on delivering excellent service, accurate processing of routine transactions, and adherence to applicable regulations.

Ideal candidates will demonstrate strong communication, analytical thinking, and the ability to work both independently and within a team in a fast-paced environment.

Qualifications

• Ability to build relationships with members and colleagues through tact and diplomacy.
• Strong research, analytical, and problem-solving abilities.
• Experience working independently and as part of a team.
• Maintaining composure in high-production, changing environments.
• Ability to navigate multiple systems and adapt to new technologies.
• Sound judgment and ability to make informed decisions.
• Embracing change in a dynamic work setting.
• Clear verbal and written communication with members and teammates.

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.
• Understand and comply with federal and institutional regulations related to financial products and services.
• Support team by sharing knowledge and best practices as experience grows.
• Ensure cash and negotiable instruments are handled securely.
• Process routine transactions, including deposits, withdrawals, loan payments, and check cashing.
• Perform other duties as assigned.

Skills

Relationship building

Analytical thinking

Team collaboration

Adaptability

Communication skills

Job description

Navy Federal Credit Union is seeking a detail-oriented banking professional to support members with deposit accounts, loans, and other financial products. The role focuses on delivering excellent service, accurate processing of routine transactions, and adherence to applicable regulations.

Ideal candidates will demonstrate strong communication, analytical thinking, and the ability to work both independently and within a team in a fast-paced environment.