Member Service Representative

2 weeks ago


Pensacola, FL, United States Shuvel Digital Full time

Member Service Representative

Hybrid

Pensacola, FL

Job Description:

  • Analyze, research and resolve problems and discrepancies of complex nature, related to member accounts

  • May advise current and prospective members by clearly articulating information about Navy Federal's products, services, and channels

  • Identify opportunities to cross service products and increase product penetration

  • Perform complex/difficult platform banking functions

  • Effectively perform all duties and actions required to assist members when providing phone support

  • Understand and comply with federal and other regulations relating to financial products and services

  • Assist Outreach and Engagement team member with processing new membership applications and related procedures

  • Assist members with opening/closing accounts including member requested products and services. Excludes all lending products.

  • Exhibit highest level of commitment to organizational success and members' and/or internal customers' satisfaction

  • Work independently in a distraction free environment

  • Recognize and report fraud and financial abuse patterns of accounts, products, and services

  • Maintain knowledge of and ensure compliance to all applicable federal and state laws, rules, regulations and Navy Federal policies and procedures

  • Maintain an advanced awareness of security risks in the areas of member identification, membership eligibility and confidentiality

  • Ad hoc reviews

  • Perform other duties as assigned



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