Member Services Specialist – Banking & Accounts

Navy Federal Credit Union; Gulf Breeze (FL); Sur place; USD 36 000 - 48 000; Plein temps

Résumé du poste

Navy Federal Credit Union is hiring for a role focused on providing members with a full range of banking products and services. The position supports deposit accounts, loans, and other financial products, while working under supervision to develop independence in platform banking functions.

Responsibilities include counseling, processing routine transactions, resolving discrepancies, and supporting cross-sales while adhering to applicable regulations and security standards.

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 high-production and changing settings.
• Adaptability to evolving technologies and multiple systems.
• Sound judgment and informed decision-making.

Responsabilités

• 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.
• Understand and comply with relevant regulations.
• Support team members by sharing knowledge and best practices as experience grows.
• Ensure cash and negotiable instruments are handled securely.
• Process routine transactions, including deposits, withdrawals, loan payments, and check cashing.
• Perform other duties as assigned.

Connaissances

Relationship building

Research & problem-solving

Independent work

Team environment

Adaptability to change

Communication skills

Description du poste

Navy Federal Credit Union is hiring for a role focused on providing members with a full range of banking products and services. The position supports deposit accounts, loans, and other financial products, while working under supervision to develop independence in platform banking functions.

Responsibilities include counseling, processing routine transactions, resolving discrepancies, and supporting cross-sales while adhering to applicable regulations and security standards.