Navy Federal Credit Union→
Member Service Representative (Full-Time) -… at Navy Federal… · 2031…
Entry LevelOn-siteFull-time2031 Harbison Dr, Vacaville, CA, 95687$49k–$57k/yr
Skills
deposit account operationsloan products knowledgefinancial product counselingresearch and analytical skillsmulti-system navigationcash handling
Job Description
Summary: Navy Federal Credit Union is seeking a Member Service Representative to provide members and prospective members with a full range of financial products and services. The role involves assisting members with account management and performing banking functions while developing independence in the position.
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
Required 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
Preferred Qualifications:
- Working knowledge of deposit and loan products, services, and operational procedures
- Experience in customer service, preferably in banking or a financial institution
Required Skills: Deposit account operations, Loan products knowledge, Financial product counseling, Research and analytical skills, Multi-system navigation, Cash handling