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Junior Client Account Representative
2 months ago
Opportunity for Transitioning Service Members
As part of the DoD SkillBridge Program, we provide eligible Service Members with a unique chance to gain valuable experience and insights into the operations of Navy Federal Credit Union. This role focuses on delivering support in key areas while applying your knowledge and education.
Join a collaborative, team-oriented environment where you will engage with various departments. This position allows you to enhance both your technical and interpersonal skills, along with your business acumen, analytical abilities, and creative problem-solving skills. You will be responsible for executing daily tasks and special projects in alignment with established standards and procedures.
Your military background and service-oriented mindset are essential to our Member Service Representatives, who play a crucial role in fulfilling our mission. They are dedicated to educating military members and their families, helping them reach their financial objectives.
Within our Branch Operations Department, you will explore diverse aspects of the credit union, including mortgage processes, budgeting, investment strategies, and fraud prevention.
Key Responsibilities:
- Assist members in submitting applications for consumer, mortgage, equity loans, overdraft protection, and credit cards.
- Provide guidance to current and prospective members regarding Navy Federal's products and services.
- Ensure proper handling of cash and other negotiable instruments.
- Identify opportunities to enhance product penetration through cross-service offerings.
- Perform essential banking functions on the platform.
- Understand and adhere to federal regulations and other compliance requirements related to financial products and services.
- May assist with vault operations, including opening, closing, and balancing procedures.
- May serve as a custodian for Branch Office and/or ATM vaults.
- Participate in specialized training programs as required (e.g., Business Services, IRA, MLO, notary).
- Exhibit effective active listening skills to accurately address inquiries and account requests.
- Demonstrate strong organizational, planning, and time management skills.
- Build effective relationships through rapport, trust, diplomacy, and tact.
- Navigate multiple screens and PC applications while adapting to new technologies.
Compensation:
Note that SkillBridge participants are not eligible for compensation from Navy Federal, as they continue to receive military pay and benefits as active-duty service members.
We seek team members who are passionate about our mission—making a positive impact in the lives of military members and their families.
Acknowledgments:
Navy Federal is recognized as a top employer, receiving accolades such as:
- Military Times 2022 Best for Vets Employers
- WayUp Top 100 Internship Programs
- Forbes 2022 The Best Employers for New Grads
- Fortune Best Workplaces for Women
- Ripplematch Campus Forward Award - Excellence in Early Career Hiring
- Fortune Best Place to Work for Financial and Insurance Services
Equal Employment Opportunity:
Navy Federal values and promotes diversity in the workplace. We take affirmative action to employ and advance qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans.
Disclaimers:
Navy Federal reserves the right to fill this role at a different grade level based on business needs. We assess market data to establish competitive salary ranges, ensuring that compensation reflects experience, location, and market position.
Compliance:
Remain aware of and adhere to Navy Federal policies and procedures, as well as regulations pertaining to the Bank Secrecy Act.