Member Services Advisor — Banking & Relationship Expert

Navy Federal Credit Union; Jacksonville (FL); On-site; USD 32,000 - 44,000; Full time

Job summary

Navy Federal Credit Union in Jacksonville, FL seeks a platform banking associate to support members with deposits, loans, and other financial products. The role emphasizes counseling, accurate processing of transactions, and adherence to banking regulations in a collaborative team setting.

You will build relationships, identify cross-sell opportunities, and navigate multiple systems while growing your independence and expertise in a dynamic environment.

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

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

Skills

Relationship building

Research skills

Analytical thinking

Independent work

Team collaboration

Adaptability

Communication skills

Job description

Navy Federal Credit Union in Jacksonville, FL seeks a platform banking associate to support members with deposits, loans, and other financial products. The role emphasizes counseling, accurate processing of transactions, and adherence to banking regulations in a collaborative team setting.

You will build relationships, identify cross-sell opportunities, and navigate multiple systems while growing your independence and expertise in a dynamic environment.