Member Services Specialist - Banking & Trust

Navy Federal Credit Union; Woodbridge (VA); On-site; USD 38,000 - 54,000; Full time

Job summary

Navy Federal Credit Union in Woodbridge, Virginia is seeking a Customer Service Associate to support members by counseling on products, assisting with deposit accounts and loans, and resolving basic discrepancies. You will collaborate with colleagues to cross-sell services while ensuring compliance with banking regulations.

The role focuses on accurate processing of routine transactions, safe handling of cash, and providing high-quality service to members in a dynamic branch environment.

Qualifications

• Experience 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

Research & problem-solving

Independent & team work

High production environment

System navigation

Judgment & decision-making

Change adaptability

Verbal & written communication

Job description

Navy Federal Credit Union in Woodbridge, Virginia is seeking a Customer Service Associate to support members by counseling on products, assisting with deposit accounts and loans, and resolving basic discrepancies. You will collaborate with colleagues to cross-sell services while ensuring compliance with banking regulations.

The role focuses on accurate processing of routine transactions, safe handling of cash, and providing high-quality service to members in a dynamic branch environment.