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Client Relations Specialist

2 months ago

Tacoma, Washington, United States Navy Federal Credit Union Full time

Location: WA Tacoma Full/Part Time: Full-Time Regular/Temporary: Regular

YOUR LIFE'S MISSION: POSSIBLE

At Navy Federal Credit Union, we understand that you have aspirations, interests, and passions that matter to you.

What Matters to You Is Important to Us

We seek individuals who are eager to engage in meaningful and rewarding work, who wish to hone their skills and advance their careers, while also valuing time spent with loved ones and pursuing personal interests. We are in search of team members who are dedicated to our mission of making a positive impact in the lives of military personnel and their families. Together, we can achieve great things.

Recognized Excellence

We are proud to have received numerous accolades, including:

  • Military Times 2021 Best for Vets Employers
  • WayUp Top 100 Internship Programs
  • Forbes 2021 The Best Employers for New Grads
  • Forbes America's Best Employers
  • Newsweek Top 100 Most Loved Workplaces
  • 2021 People Companies that Care
  • Fortune Best Workplaces for Women
  • Fortune 100 Best Companies to Work For
  • Fortune Best Workplaces for Millennials
  • Computerworld Best Places to Work in IT

Basic Purpose

The primary role is to assist members and potential members with a comprehensive range of products and services provided by Navy Federal Credit Union, including various account types, lending solutions, and card services. This position involves performing moderately complex banking functions under supervision.

Key Responsibilities

  • Investigate, analyze, and resolve issues related to member accounts and loans.
  • Guide members through the application processes for loans, overdraft protection, and credit cards.
  • Provide counsel to current and prospective members regarding Navy Federal's offerings.
  • Ensure proper handling of cash and negotiable instruments.
  • Identify opportunities to enhance product usage and cross-sell services.
  • Execute platform banking functions.
  • Comply with federal regulations and other relevant guidelines.
  • May assist with branch vault operations and balancing procedures.
  • Perform additional duties 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, planning, and time management abilities.
  • Proficient research, analytical, and problem-solving skills.
  • Ability to build effective relationships through trust and diplomacy.
  • Demonstrated initiative and sound judgment in decision-making.
  • Ability 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: Experience in member or customer service, preferably in a call center or financial institution.
  • Desired: Experience in a credit union setting.

Hours: Available Monday to Saturday, hours based on business needs.

Salary Range: $19.00 to $23.50 hourly

Equal Employment Opportunity

Navy Federal is committed to fostering a diverse workplace and takes affirmative action to employ and advance qualified individuals with disabilities, disabled veterans, and other protected veterans.

COVID-19 Vaccine Information

As a safety measure, employees must provide proof of COVID-19 vaccination or adhere to additional safety protocols.

Disclaimer

Navy Federal reserves the right to fill this role at a different grade level based on business needs. An assessment may be required for this position.

Bank Secrecy Act

Employees must remain aware of and comply with Navy Federal policies and regulations pertaining to the Bank Secrecy Act.