Member Services & Banking Specialist

Navy Federal Credit Union; Winchester (VA); On-site; USD 30,000 - 39,000; Full time

Job summary

Navy Federal Credit Union is seeking a member-focused Associate to provide the full range of financial products and services to members in a friendly, professional manner. You will perform moderately complex platform banking functions under supervision while building confidence and independence in the role.

Responsibilities include counseling on products, opening and maintaining accounts, processing routine transactions, and ensuring compliance with regulations.

Qualifications

• Experience building relationships with members through trust and tact.
• Strong research, analytical, and problem-solving skills.
• Able to work independently and in a team.
• Calm under high-production and changing environments.
• Proficient with multiple systems and evolving technologies.
• Sound judgment and informed decision making.
• Willing to support change initiatives in a dynamic environment.
• Strong written and verbal communication with members and colleagues.

Responsibilities

• Provide basic counseling on 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

Communication

Problem solving

Teamwork

Regulatory compliance

Multi-system navigation

Decision making

Change adaptation

Job description

Navy Federal Credit Union is seeking a member-focused Associate to provide the full range of financial products and services to members in a friendly, professional manner. You will perform moderately complex platform banking functions under supervision while building confidence and independence in the role.

Responsibilities include counseling on products, opening and maintaining accounts, processing routine transactions, and ensuring compliance with regulations.