Member Services Pro – Banking & Accounts (Ontario, CA)

Navy Federal Credit Union; North Ontario (CA); On-site; CAD 50,000 - 73,000; Full time

Job summary

Navy Federal Credit Union in Ontario, CA is seeking a frontline banking professional to provide members with basic guidance on checking, savings, certificates, IRA, revocable trust, and other accounts, and to open and maintain deposits and loans. You will process routine transactions and support colleagues while building lasting member relationships.

The role emphasizes strong communication, problem-solving, and adaptability as you learn across multiple systems and products and contribute to a

Qualifications

• Experience building effective relationships through rapport, trust, diplomacy, and tact.
• Effective research, analytical, and problem-solving skills.
• Experience working independently and in a team environment.
• Ability to maintain composure in high-production and changing environment.
• Experience navigating multiple systems efficiently and adapt to evolving technologies.
• Effective sound judgment and make informed decisions.
• Ability to embrace change initiatives in a dynamic and continuously evolving environment.
• Effective verbal and written communication 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

Analytical skills

Independent work

Adaptability

Decision making

Communication

Change management

Multisystem navigation

Job description

Navy Federal Credit Union in Ontario, CA is seeking a frontline banking professional to provide members with basic guidance on checking, savings, certificates, IRA, revocable trust, and other accounts, and to open and maintain deposits and loans. You will process routine transactions and support colleagues while building lasting member relationships.

The role emphasizes strong communication, problem-solving, and adaptability as you learn across multiple systems and products and contribute to a