Member Service Representative (Full-Time) - Corona/Lake Elsinore

Navy Federal Credit Union; Lake Elsinore (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive pay

Generous benefits

Job summary

Navy Federal Credit Union in California is seeking team members to assist members with deposit accounts, loans, and other financial products, while delivering a high level of service.

You will build relationships, research questions, and ensure accuracy across multiple systems, with opportunities to expand member relationships through education. Available at multiple branches; hours Mon-Sat; training provided; competitive pay and benefits.

Qualifications

• Experience building relationships with members and colleagues.
• Strong research, analytical, and problem-solving abilities.
• Ability to work independently and as part of a team.
• Maintain composure in a high-production environment.
• Navigate multiple systems and adapt to new technology.

Responsibilities

• Provide basic counseling on products and services to meet member needs.
• Assist with opening and maintaining deposit accounts and loans.
• Research and resolve basic account discrepancies and service requests.
• Identify opportunities to cross-sell and educate members.
• Follow regulations related to financial products and services.
• Support teammates by sharing knowledge as experience grows.
• Ensure cash and negotiable instruments are handled securely.
• Process routine transactions (deposits, withdrawals, loan payments, checks).
• Perform other duties as assigned.

Skills

Relationship building

Communication skills

Problem solving

Independent worker

Adaptability

Team collaboration

Attention to detail

Job description

Overview

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.

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

Qualifications

• Experience in building effective relationships through rapport, trust, diplomacy, and tact
• Effective research, analytical, and problem‑solving skills
• Experience working independently and in a team environment
• Experience maintaining composure in a high‑production and changing environment
• Experience navigating multiple systems efficiently and adapt to evolving technologies
• Effective skill exercising sound judgment and make informed decisions
• Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
• Effective verbal and written communication skills to engage with members and colleagues

Desired Qualifications

• Working knowledge of deposit and loan products, services, and operational procedures
• Experience in customer service, preferably in banking or a financial institution

Additional Information

Hours

• Available Monday - Saturday, hours based on business needs.

Locations

• 2620 Tuscany St. Ste 101 Corona, California 92881
• 29261 Central Ave Ste C Lake Elsinore, California 92532
• Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.

About Us

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* FORTUNE 100 Best Companies to Work For 2026* Yello and WayUp Top 100 Internship Programs 2025* Computerworld Best Places to Work in IT 2026* Most Loved Workplace - America's Top Most Loved Workplaces 2025* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America 2026* Military Times 2025 Best for Vets Employers* Forbes 2026 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2026 Handshake Early Talent Award* Newsweek America's Greatest Workplaces for Culture, Belonging and Community 2026From Fortune Magazine. 2026 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. Fortune Magazine, Fortune Media (USA) Corporation, and its affiliates are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.

Equal Employment Opportunity

All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.

Accommodations

If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at [e-mail] or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.

Bank Secrecy Act

Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.