Member Service Representative
1 month ago
We are seeking a highly skilled Member Service Representative to join our team at Navy Federal Credit Union. As a Member Service Representative, you will be responsible for providing exceptional customer service to our members, answering their questions, and resolving their issues in a timely and professional manner.
Key Responsibilities:
- Provide excellent customer service to members via phone, email, and in-person
- Analyze and resolve member account and loan discrepancies
- Assist members with submitting loan and credit card applications
- Counsel members on 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
- Assist level I team members
- 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
- May be required to participate and complete specialized training
- 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
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