Member Service Representative (Full-Time) - San Bernardino

Navy Federal Credit Union; San Bernardino (CA); Presencial; USD 42.000 - 55.000; Jornada completa

Descripción de la vacante

Navy Federal Credit Union in San Bernardino, CA is seeking a Member Services Associate to provide essential guidance on products, help members open and manage deposit accounts, and handle routine banking transactions. You will support cross-service offerings while upholding security and compliance with banking regulations.

Ideal candidates bring relationship-building, strong problem-solving, teamwork, and excellent communication skills to serve members and collaborate with colleagues in a

Formación

• Experience building relationships and trust with customers.
• Strong research, analytical, and problem-solving abilities.
• Ability to work independently and in a team setting.
• Capable of maintaining composure in a high-production environment.
• Comfort navigating multiple banking systems and evolving tech.
• Sound judgment and informed decision-making skills.
• Willingness to adapt to change in a dynamic environment.
• Excellent verbal and written communication with members and colleagues.

Responsabilidades

• Provide basic counseling on available products and services to meet member needs.
• Assist members with opening and maintaining deposit accounts, loans, and other products.
• Research and resolve basic account discrepancies and service requests.
• Identify opportunities to cross-service products and enhance member relationships.
• Understand and comply with relevant federal and institutional regulations.
• Support team members by sharing knowledge as experience grows.
• Ensure cash and negotiable instruments are handled securely.
• Process routine transactions including deposits, withdrawals, loan payments, and check cashing.
• Perform other duties as assigned.

Conocimientos

Relationship building

Analytical skills

Independent & team work

Composure under pressure

System navigation

Judgment & decision making

Change adaptation

Communication

Descripción del empleo

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

Hours:

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

Location:

• 1049 E. Harriman Pl San Bernardino, California 92408
• 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.

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• Newsweek America’s Greatest Workplaces for Culture, Belonging and Community 2026

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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.