Member Service Representative (Full-Time) - Eastlake

Navy Federal•Chula Vista, CA
•Onsite

About The Position

Provide members and prospective members with the full range of products and services offered by Navy Federal Credit Union, including depository accounts, lending products, and credit/debit cards. Perform moderately complex platform banking functions under supervision while developing confidence and independence in the role. This position is eligible for the TalentQuest employee referral program; employees referring candidates should use the system-generated application link.

Requirements

  • Experience building effective relationships through rapport, trust, diplomacy, and tact.
  • Effective research, analytical, and problem-solving skills.
  • Experience working independently and in a team environment.
  • Experience maintaining composure in a high-production and changing environment.
  • Experience navigating multiple systems efficiently and adapting to evolving technologies.
  • Effective skill exercising sound judgment and making informed decisions.
  • Ability to embrace and support change initiatives in a dynamic and continuously evolving environment.
  • Effective verbal and written communication skills to engage with members and colleagues.

Nice To Haves

  • Working knowledge of deposit and loan products, services, and operational procedures.
  • Customer service experience, preferably in banking or a financial institution.

Responsibilities

  • Provide basic counseling on available products and services to meet member needs.
  • Assist members with opening and maintaining deposit accounts, loans, and other financial products.
  • Research and resolve basic account discrepancies and service requests.
  • Identify opportunities to cross-service products and enhance member relationships through education.
  • Understand and comply with relevant federal and institutional regulations related to financial products and services.
  • Support team members by sharing knowledge and best practices as experience grows.
  • Handle cash and other negotiable instruments properly and securely.
  • Process routine transactions, including deposits, withdrawals, loan payments, and check cashing.
  • Perform other duties as assigned.
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