Member Service Representative
2 weeks ago
Member Service Representative
Hybrid
Pensacola, FL
Job Description:
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Analyze, research and resolve problems and discrepancies of complex nature, related to member accounts
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May advise current and prospective members by clearly articulating information about Navy Federal's products, services, and channels
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Identify opportunities to cross service products and increase product penetration
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Perform complex/difficult platform banking functions
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Effectively perform all duties and actions required to assist members when providing phone support
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Understand and comply with federal and other regulations relating to financial products and services
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Assist Outreach and Engagement team member with processing new membership applications and related procedures
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Assist members with opening/closing accounts including member requested products and services. Excludes all lending products.
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Exhibit highest level of commitment to organizational success and members' and/or internal customers' satisfaction
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Work independently in a distraction free environment
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Recognize and report fraud and financial abuse patterns of accounts, products, and services
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Maintain knowledge of and ensure compliance to all applicable federal and state laws, rules, regulations and Navy Federal policies and procedures
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Maintain an advanced awareness of security risks in the areas of member identification, membership eligibility and confidentiality
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Ad hoc reviews
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Perform other duties as assigned
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