Client Relations Specialist

2 weeks ago


Fountain Valley, California, United States Navy Federal Credit Union Full time

Job Title: Client Relations Specialist (Full-Time)

Location: California

Employment Type: Part-Time

Overview:

At Navy Federal Credit Union, we believe in empowering our team members to pursue their aspirations while making a significant impact in the lives of military personnel and their families. Your ambitions and interests matter to us, and we are committed to fostering a work environment that balances professional growth with personal fulfillment.

Key Responsibilities:

  • Investigate and resolve discrepancies related to member accounts and loans.
  • Assist members in completing applications for various loan products, including consumer, mortgage, and credit cards.
  • Provide guidance to current and prospective members regarding our diverse range of financial products and services.
  • Ensure the proper handling of cash and negotiable instruments.
  • Identify opportunities to enhance service offerings and promote product usage.
  • Perform essential banking functions in accordance with established protocols.
  • Adhere to federal regulations and compliance standards related to financial services.
  • May assist with vault operations and balancing procedures.
  • Undertake additional responsibilities as assigned.

Qualifications:

  • Ability to work both independently and collaboratively within a team.
  • Familiarity with savings and checking products, accounts, and services.
  • Strong active listening skills to effectively address inquiries and requests.
  • Excellent organizational and time management abilities.
  • Proficient in research, analysis, and problem-solving.
  • Ability to build effective relationships through trust and diplomacy.
  • Demonstrated initiative and sound judgment in decision-making.
  • Capacity to maintain composure in a dynamic work environment.
  • Proficient in navigating multiple software applications and adapting to new technologies.
  • Strong mathematical skills and attention to detail.
  • Effective verbal and written communication skills.
  • Preferred: Experience in customer service within a financial institution or credit union.

Compensation: Competitive hourly wage based on experience.

Work Schedule: Flexible hours available Monday through Saturday, based on business needs.

Diversity and Inclusion: Navy Federal is committed to fostering a diverse workplace and encourages applications from all qualified individuals, including those with disabilities and veterans.

COVID-19 Safety Measures: Employees are required to provide proof of vaccination or adhere to safety protocols.

Compliance: All employees must remain aware of and comply with relevant policies and regulations.



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