Member Services Specialist - Banking & Relationships

Navy Federal Credit Union; Arlington (TX); On-site; USD 52,000 - 72,000; Full time

Job summary

Navy Federal Credit Union is seeking a role focused on providing members with a full range of financial products and services and performing moderately complex platform banking functions under supervision. Located in Arlington, TX, this position emphasizes relationship building, product counseling, and accurate handling of deposits and transactions.

You will assist with opening accounts, loans, and other financial products while ensuring compliance with regulations and internal procedures.

Qualifications

• Build rapport and trust with members to identify financial needs.
• Research, analyze, and resolve basic member account discrepancies and service requests.
• Work independently and as part of a team in a high-production environment.
• Comfort with adapting to evolving processes and technologies.
• Communicate clearly with members and colleagues, both verbally and in writing.

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 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

Verbal and written communication

Job description

Navy Federal Credit Union is seeking a role focused on providing members with a full range of financial products and services and performing moderately complex platform banking functions under supervision. Located in Arlington, TX, this position emphasizes relationship building, product counseling, and accurate handling of deposits and transactions.

You will assist with opening accounts, loans, and other financial products while ensuring compliance with regulations and internal procedures.