Member Service Representative

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
• Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
• Ensure cash and other negotiable instruments are handled properly and securely
• Comply with all relevant federal and institutional regulations

Requirements

• Experience in building effective relationships through rapport, trust, diplomacy, and tact
• Effective research, analytical, and problem-solving skills
• Ability to work independently and in a team environment
• Experience navigating multiple systems efficiently and adapting to evolving technologies
• Effective verbal and written communication skills
• Ability to maintain composure in a high-production and changing environment

Preferred Qualifications

• Working knowledge of deposit and loan products, services, and operational procedures
• Previous experience in customer service, preferably within a banking or financial institution

About the Company

Navy Federal Credit Union provides a meaningful career experience within a culture that is energized, engaged, and committed. We are recognized as one of the most loved workplaces and a top employer for veterans and tech workers alike. Our mission is to serve our members with excellence and passion.