Member Experience Specialist (Banking)

Navy Federal Credit Union; Reads Chapel (NC); On-site; USD 42,000 - 56,000; Full time

Job summary

Navy Federal Credit Union in Beaufort, SC seeks a Member Service Representative to provide counseling on products, open accounts, and process routine transactions under supervision. The role develops confidence and independence while delivering accurate service to members.

You will handle deposits, withdrawals, loan payments, and check cashing, while complying with regulations and maintaining security. The position offers opportunities to grow within a respected financial institution.

Qualifications

• Excellent relationship-building, diplomacy, and tact.
• Strong research, analytical and problem-solving skills.
• Ability to work independently and in a team environment.
• Maintains composure in a high-production, changing environment.
• Efficiently navigates multiple systems and evolving technologies.
• Uses sound judgment to make informed decisions.
• Adapts to change initiatives in a dynamic environment.
• 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 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

Research & analysis

Independent & team work

Composure under pressure

Systems navigation

Sound judgment

Adaptability to change

Verbal & written communication

Job description

Navy Federal Credit Union in Beaufort, SC seeks a Member Service Representative to provide counseling on products, open accounts, and process routine transactions under supervision. The role develops confidence and independence while delivering accurate service to members.

You will handle deposits, withdrawals, loan payments, and check cashing, while complying with regulations and maintaining security. The position offers opportunities to grow within a respected financial institution.