Member Services Specialist — Banking Solutions & Relationships

Navy Federal Credit Union; San Marcos (CA); On-site; USD 39,000 - 55,000; Full time

Job summary

Navy Federal Credit Union in San Marcos, CA is seeking a member-focused banking professional to provide counseling on products and services and assist members with opening and maintaining deposit accounts, loans, and other financial products.

You will research and resolve basic account discrepancies, educate members to cross-service products, and ensure compliance with regulations while collaborating with teammates.

Qualifications

• Experience building relationships with members and colleagues.
• Proven research, analytical and problem-solving abilities.
• Ability to work independently and in a team.
• Maintains composure in high-production settings.
• Works across multiple banking systems efficiently.
• Exercises sound judgment and makes informed decisions.
• Adapts to change initiatives in a dynamic environment.
• Strong verbal and written communication skills.

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.
• Cross-sell products and enhance member relationships through education.
• Understand and comply with relevant federal and institutional regulations.
• Support teammates 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.

Skills

Relationship building

Research skills

Teamwork

Composure under pressure

Systems navigation

Decision making

Adaptability

Communication

Job description

Navy Federal Credit Union in San Marcos, CA is seeking a member-focused banking professional to provide counseling on products and services and assist members with opening and maintaining deposit accounts, loans, and other financial products.

You will research and resolve basic account discrepancies, educate members to cross-service products, and ensure compliance with regulations while collaborating with teammates.