Member Services Advisor - Banking & Solutions

Navy Federal Credit Union; Buford (GA); On-site; USD 32,000 - 42,000; Full time

Job summary

Navy Federal Credit Union is seeking a member service representative to provide basic counseling on available products and services and help members meet their financial needs. You will assist with opening and maintaining deposit accounts, loans, and other products, research basic discrepancies, and uphold regulatory standards while delivering friendly, precise service within a collaborative team.

You will work to build trust with members, cross-sell where appropriate, and support a

Qualifications

• Ability to build relationships and provide basic counseling on financial products.
• Strong research, analytical, and problem-solving skills.
• Ability to work independently and in a team.
• Maintain composure in a high-production, changing environment.
• Navigate multiple systems efficiently and adapt to evolving technologies.
• Good judgment and decision-making.
• Willingness to embrace change initiatives.
• Excellent verbal and written communication with members and colleagues.

Responsibilities

• Provide basic counseling on available Navy Federal 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 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

Analytical

Problem-solving

Independence

Teamwork

Adapt to change

Communication

Job description

Navy Federal Credit Union is seeking a member service representative to provide basic counseling on available products and services and help members meet their financial needs. You will assist with opening and maintaining deposit accounts, loans, and other products, research basic discrepancies, and uphold regulatory standards while delivering friendly, precise service within a collaborative team.

You will work to build trust with members, cross-sell where appropriate, and support a