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Client Services Associate

2 months ago

Kailua, Hawaii, United States Navy Federal Credit Union Full time
Overview


As a vital member of our team, you will assist both current and prospective clients in navigating the extensive array of financial products and services provided by Navy Federal Credit Union. This includes managing various types of accounts such as checking, savings, and loans, as well as credit and debit card services.

Your role will involve executing moderately complex banking functions under guidance, while also offering support and training to junior team members.


Responsibilities

  • Investigate, analyze, and resolve issues related to client accounts and loans.
  • Guide clients through the process of submitting applications for loans, overdraft protection, and credit cards.
  • Advise both current and potential clients on the diverse products and services offered by Navy Federal.
  • Ensure the proper handling of cash and other negotiable instruments.
  • Identify opportunities to enhance service product offerings and improve product engagement.
  • Perform essential banking functions.
  • Support entry-level team members.
  • Comply with federal regulations and guidelines related to financial products and services.
  • May assist with vault operations and balancing procedures.
  • Carry out additional duties as assigned.

Qualifications

  • Ability to work both independently and collaboratively within a team.
  • Knowledge of savings and checking products, accounts, and services.
  • Willingness to participate in specialized training as needed.
  • Strong active listening skills to effectively address inquiries and account requests.
  • Excellent organizational, planning, and time management abilities.
  • Proficient in research, analysis, and problem-solving.
  • Ability to build effective relationships through rapport and trust.
  • Demonstrated initiative and sound judgment in decision-making.
  • Capacity to maintain composure in a fast-paced and dynamic environment.
  • Proficient in navigating multiple digital platforms and adapting to new technologies.
  • Strong mathematical skills and attention to detail.
  • Effective verbal and written communication skills.

Desired Qualifications

  • Experience in client service, preferably within a call center, retail banking, or financial institution.
  • Experience in a credit union setting.

About Us


At Navy Federal, we value your aspirations, interests, and passions. We seek individuals who are eager to engage in meaningful work while also prioritizing personal commitments and relationships.

We are dedicated to our mission of making a positive impact in the lives of military members and their families.

Join us in making a difference.