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Member Service Representative

2 months ago

San Marcos, California, United States Navy Federal Credit Union Full time

About the Role:

Navy Federal Credit Union is seeking a highly skilled and motivated Member Service Representative to join our team. As a Member Service Representative, you will be responsible for providing exceptional service to our members, answering their questions, and resolving their issues in a timely and professional manner.

Key Responsibilities:

  • Analyze and resolve problems and discrepancies related to member accounts and loans
  • Assist members with submitting consumer/mortgage/equity loan, overdraft protection, and credit card applications
  • Counsel current and prospective members about Navy Federal's products and services
  • Ensure cash and other negotiable instruments are handled properly
  • Identify opportunities to cross-sell products and increase product penetration
  • Perform platform banking functions
  • Understand and comply with federal and other regulations relating to financial products and services
  • May assist with branch office vault opening, closing, and balancing procedures
  • May serve as a branch office and/or ATM vault custodian

Requirements:

  • Ability to work independently and in a team environment
  • Working knowledge of savings and checking products, accounts, and services
  • Effective active listening skills to accurately respond to inquiries and account requests
  • Effective organizational, planning, and time management skills
  • Effective research, analytical, and problem-solving skills
  • Effective skill building effective relationships through rapport, trust, diplomacy, and tact
  • Effective skill exercising initiative and using good judgment to make sound decisions
  • Effective skill maintaining composure in a high production and changing environment
  • Effective skill navigating multiple screens and PC applications and adapting to new technologies
  • Effective skill performing mathematical calculations and working accurately with numbers
  • Effective verbal and written communication skills

Preferred Qualifications:

  • Experience in member/customer service, preferably in a call center, retail banking, or financial institution
  • Experience in working in a credit union environment

Working Conditions:

This is a part-time position, available Monday through Saturday. The hours will be based on business needs, with part-time hours typically ranging from 20 to 30 hours per week. During training, longer hours may be required.

Navy Federal Credit Union values diversity and is an equal opportunity employer. We celebrate and enact diversity in the workplace and take affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans.