Member Service Representative

5 days ago

San Marcos, California, United States Navy Federal Credit Union Full time
Job Title: Member Service Representative

We are seeking a highly skilled and motivated Member Service Representative to join our team at Navy Federal Credit Union. 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
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
Work Environment:

This position requires working in a fast-paced environment with multiple priorities and deadlines. The ideal candidate will be able to work independently and as part of a team, with excellent communication and problem-solving skills.

Salary Range:

$21.50 hourly to $25.00 hourly

Equal Employment Opportunity:

Navy Federal values, celebrates, and enacts diversity in the workplace. Navy Federal takes 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. EOE/AA/M/F/Veteran/Disability

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