Member Service Representative (Full-Time) - San Marcos

Navy Federal Credit Union • San Marcos, CA

403d • $48,318 - $56,202

About The Position

The Member Service Representative role at Navy Federal Credit Union involves providing a comprehensive range of banking products and services to members and prospective members. This position requires performing moderately complex banking functions under supervision, assisting members with various account-related inquiries, and training lower-level team members. The representative will also ensure compliance with federal regulations and contribute to a positive member experience.

Requirements

• Ability to work independently and in a team environment
• Working knowledge of savings and checking products, accounts and services
• 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

Nice To Haves

• Experience in member/customer service preferably in a call center, retail banking or financial institution
• Experience in working in a credit union environment

Responsibilities

• Analyze, research and resolve problems and discrepancies related to member accounts/loans
• Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications
• Counsel current and prospective members about Navy Federal's products and services
• Ensure cash and other negotiable instruments are handled properly
• Identify opportunities to cross service 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
• May assist with Branch Office vault opening, closing and balancing procedures
• May serve as a Branch Office and/or ATM vault custodian
• Perform other duties as assigned

Benefits

• Highly competitive pay
• Generous benefits and perks

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed