Member Services Banker

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

Job summary

Navy Federal Credit Union in Katy, TX is seeking a frontline member service professional to provide counseling on banking products and services, assist with deposits and loans, and maintain accounts. You will research discrepancies, support cross-selling, and ensure regulatory compliance while handling cash securely.

The role requires team collaboration, adaptability to a dynamic environment, and strong verbal and written communication with members.

Qualifications

• Experience building relationships through rapport, trust, diplomacy, and tact.
• Effective research, analytical, and problem-solving skills.
• Experience working independently and in a team environment.
• Ability to stay composed in a high-production and changing environment.
• Experience navigating multiple systems efficiently and adapt to evolving technologies.
• Sound judgment and informed decision making.
• Ability to embrace and support change initiatives in a dynamic environment.
• Effective 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-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

Analytical skills

Independent work

Teamwork

Adaptability

Communication

Job description

Navy Federal Credit Union in Katy, TX is seeking a frontline member service professional to provide counseling on banking products and services, assist with deposits and loans, and maintain accounts. You will research discrepancies, support cross-selling, and ensure regulatory compliance while handling cash securely.

The role requires team collaboration, adaptability to a dynamic environment, and strong verbal and written communication with members.