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 related to financial products and services

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
• Effective verbal and written communication skills
• Ability to navigate multiple systems efficiently and adapt to evolving technologies
• 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 trustworthy and best places to work, offering highly competitive pay and generous benefits to our teams.