Member Service Pro: Banking & Loans (Full-Time)

Navy Federal Credit Union; Florida; On-site; USD 46,000 - 56,000; Full time

Job summary

Navy Federal Credit Union seeks a role to provide members and prospective members the full range of products and services, including depository accounts, loans, and cards. The position involves performing moderately complex platform banking functions under supervision while developing confidence and independence in the role.

Responsibilities include counseling on products, assisting with deposits and loans, resolving basic discrepancies, and ensuring compliance with regulations.

Qualifications

• Experience building relationships through rapport, trust, diplomacy.
• Strong research, analytical, and problem-solving abilities.
• Ability to work independently and in a team environment.
• Ability to navigate a high-production and changing environment.
• Proficient with multiple systems and evolving technologies.
• Healthy judgment and decision-making skills.
• Adaptability to change initiatives in a dynamic workplace.
• Strong 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-sell 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

Analytical thinking

Communication skills

Team collaboration

Problem solving

Job description

Navy Federal Credit Union seeks a role to provide members and prospective members the full range of products and services, including depository accounts, loans, and cards. The position involves performing moderately complex platform banking functions under supervision while developing confidence and independence in the role.

Responsibilities include counseling on products, assisting with deposits and loans, resolving basic discrepancies, and ensuring compliance with regulations.