Member Services & Solutions Specialist

Navy Federal Credit Union; Pace (FL); On-site; USD 34,000 - 48,000; Full time

Job summary

Navy Federal Credit Union in Pace, Florida is seeking a role that provides members with the full range of banking products and services, including depository accounts and lending products. You will perform moderately complex platform banking tasks under supervision while developing confidence and independence in the role.

Responsibilities include counseling members on products, assisting with deposits and loans, resolving basic discrepancies, cross-selling opportunities, and ensuring compliance

Qualifications

• Experience in building effective relationships through rapport, trust, diplomacy, and tact.
• Effective research, analytical, and problem-solving skills.
• Experience working independently and in a team environment.
• Experience maintaining composure in a high-production and changing environment.
• Experience navigating multiple systems efficiently and adapt to evolving technologies.
• Effective verbal and written communication skills 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

Problem solving

Teamwork

Adaptability

Communication skills

Change management

Tech systems

Job description

Navy Federal Credit Union in Pace, Florida is seeking a role that provides members with the full range of banking products and services, including depository accounts and lending products. You will perform moderately complex platform banking tasks under supervision while developing confidence and independence in the role.

Responsibilities include counseling members on products, assisting with deposits and loans, resolving basic discrepancies, cross-selling opportunities, and ensuring compliance