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Client Services Associate
2 months ago
Position Overview:
As a Client Services Associate, you will be responsible for delivering comprehensive assistance to both existing and potential members of Navy Federal Credit Union. This includes a wide array of financial products and services such as checking and savings accounts, certificates, IRA options, revocable trusts, and estate accounts.
Key Responsibilities:
1. Engage with members to explain and promote various financial offerings, ensuring they understand the benefits and features available to them.
2. Execute moderately complex banking transactions under guidance, while also providing support and training to junior team members.
3. Maintain a high level of customer service, addressing inquiries and resolving issues effectively.
Qualifications:
Ideal candidates will possess strong communication skills and a commitment to member satisfaction, along with the ability to work collaboratively within a team environment.
