Member Experience Specialist, Banking & Solutions

Navy Federal Credit Union; Poulsbo (WA); On-site; USD 42,000 - 64,000; Full time

Job summary

Navy Federal Credit Union in Poulsbo, WA is seeking a banking associate to support members with a range of deposit accounts, loans, and financial services. The role involves basic counseling, processing routine transactions, and assisting with account maintenance.

The position emphasizes collaboration, adherence to regulations, and ongoing learning to grow independence and confidence in platform banking duties.

Qualifications

• Experience building effective relationships with members
• Strong research, analytical and problem-solving skills
• Ability to work independently and in a team
• Capable of maintaining composure in a high-production environment
• Comfort navigating multiple banking systems and evolving tech

Responsibilities

• Provide basic counseling on Navy Federal products and services
• 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 and enhance member relationships through education
• Ensure compliance with relevant federal and institutional regulations
• Support team by sharing knowledge as experience grows
• Handle cash and negotiable instruments securely
• Process routine transactions including deposits, withdrawals, loan payments, and check cashing
• Perform other duties as assigned

Skills

Relationship building

Research & analysis

Independent work

Team collaboration

Adaptability

Decision making

Change management

Communication

Job description

Navy Federal Credit Union in Poulsbo, WA is seeking a banking associate to support members with a range of deposit accounts, loans, and financial services. The role involves basic counseling, processing routine transactions, and assisting with account maintenance.

The position emphasizes collaboration, adherence to regulations, and ongoing learning to grow independence and confidence in platform banking duties.