Member Experience Specialist - Banking & Services

Navy Federal Credit Union; San Diego (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Navy Federal Credit Union in the San Diego area is seeking a frontline Member Service Associate to provide counseling on basic banking products and help members open and maintain deposit accounts, loans, and other financial products.

You will research and resolve routine account discrepancies, cross-sell services, comply with regulations, and support teammates while handling cash and negotiable instruments securely. This role offers opportunities to grow within a supportive team.

Qualifications

• Experience building relationships with members through rapport, trust, diplomacy, and tact.
• Strong research, analytical, and problem-solving skills.
• Experience working independently and in a team environment.
• Ability to maintain composure in a high-production, changing environment.
• Experience navigating multiple systems efficiently and adapting to evolving technologies.
• Sound judgment and the ability to make informed decisions.
• Ability to embrace and support change initiatives in a dynamic environment.
• Excellent verbal and written communication skills to engage 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-sell products and enhance member relationships through education.
• Understand and comply with relevant federal and institutional regulations.
• 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

Independence & teamwork

Composure under pressure

System navigation

Judgment & decision making

Change management

Verbal & written communication

Job description

Navy Federal Credit Union in the San Diego area is seeking a frontline Member Service Associate to provide counseling on basic banking products and help members open and maintain deposit accounts, loans, and other financial products.

You will research and resolve routine account discrepancies, cross-sell services, comply with regulations, and support teammates while handling cash and negotiable instruments securely. This role offers opportunities to grow within a supportive team.