Member Services & Banking Advisor

Navy Federal Credit Union; Lutz (FL); On-site; USD 38,000 - 60,000; Full time

Job summary

Navy Federal Credit Union in Florida seeks a platform banking associate to support members with a full range of depository and lending products, including checking, savings, certificates, IRA, and card services. Under supervision, you will handle moderately complex transactions and build confidence toward independent routine operations.

The role emphasizes member education, cross-selling opportunities, accurate processing, and compliance with federal regulations while collaborating with

Qualifications

• Experience building relationships through rapport, trust, diplomacy, and tact.
• Strong research, analytical, and problem-solving abilities.
• Ability to work independently and in a team.
• Stays composed in high-production and changing environments.
• Navigate multiple systems efficiently and adapt to evolving technologies.
• Ability to exercise sound judgment and make informed decisions.
• Embrace and support change initiatives in a dynamic workplace.
• Excellent 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 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 & analysis

Independent & team work

Composure under pressure

Multi-system navigation

Judgment & decision making

Adaptability to change

Verbal & written communication

Job description

Navy Federal Credit Union in Florida seeks a platform banking associate to support members with a full range of depository and lending products, including checking, savings, certificates, IRA, and card services. Under supervision, you will handle moderately complex transactions and build confidence toward independent routine operations.

The role emphasizes member education, cross-selling opportunities, accurate processing, and compliance with federal regulations while collaborating with