Member Services Specialist - Banking & Deposits

Navy Federal Credit Union; The Colony (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Navy Federal Credit Union in The Colony, TX is seeking a branch-focused associate to provide basic counseling on deposit accounts, loans, and other financial products. You will assist members with opening and maintaining accounts, process routine transactions, and resolve basic discrepancies under supervision to build confidence and independence.

Ideal candidates will have strong relationship-building, analytical skills, and the ability to adapt to evolving systems and standards while delivering

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 skill exercising sound judgment and make informed decisions
• Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
• 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

Independent work

Team collaboration

Adaptability

Judgment and decision making

Change management

Verbal and written communication

Job description

Navy Federal Credit Union in The Colony, TX is seeking a branch-focused associate to provide basic counseling on deposit accounts, loans, and other financial products. You will assist members with opening and maintaining accounts, process routine transactions, and resolve basic discrepancies under supervision to build confidence and independence.

Ideal candidates will have strong relationship-building, analytical skills, and the ability to adapt to evolving systems and standards while delivering