Member Experience Specialist – Banking

Navy Federal Credit Union; West Covina (CA); Sur place; USD 38 000 - 52 000; Plein temps

Résumé du poste

Navy Federal Credit Union in West Covina, CA is seeking a member-focused banking professional to provide basic counseling on products and services, assist with deposits and loans, and handle routine transactions. You will resolve basic account discrepancies, cross-sell services, and ensure secure handling of cash and negotiable instruments.

The role requires strong communication, problem-solving, and the ability to work both independently and within a team, while adhering to federal regulations

Qualifications

• Experience building effective relationships with members and colleagues.
• Strong research, analytical, and problem-solving skills.
• Experience working independently and in a team.

Responsabilités

• 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.

Connaissances

Relationship-building

Communication

Problem-solving

Independent work

Adaptability

Regulatory compliance

Team support

Description du poste

Navy Federal Credit Union in West Covina, CA is seeking a member-focused banking professional to provide basic counseling on products and services, assist with deposits and loans, and handle routine transactions. You will resolve basic account discrepancies, cross-sell services, and ensure secure handling of cash and negotiable instruments.

The role requires strong communication, problem-solving, and the ability to work both independently and within a team, while adhering to federal regulations