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Member Service Representative (Full-Time)…
- Navy Federal Credit Union (San Diego, CA)
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Overview
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
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 all relevant federal and institutional regulations related to financial products and services
+ Support team members by sharing knowledge and best practices as experience grows
+ Ensure cash and other negotiable instruments are handled properly and securely
+ Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
+ Perform other duties as assigned
Qualifications
+ Experience in 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 adapt to evolving technologies
+ Effective skill exercising sound judgment and make 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
Desired Qualifications
+ Working knowledge of deposit and loan products, services, and operational procedures
+ Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at [email protected].
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Our approach to careers is simple yet powerful: Make our mission your passion.
• Best Companies for Latinos to Work for 2024
• Computerworld® Best Places to Work in IT
• Forbes® 2025 America's Best Large Employers
• Forbes® 2024 America's Best Employers for New Grads
• Forbes® 2024 America's Best Employers for Tech Workers
• Fortune Best Workplaces for Millennials™ 2024
• Fortune Best Workplaces for Women ™ 2024
• Fortune 100 Best Companies to Work For® 2025
• Military Times 2024 Best for Vets Employers
• Newsweek Most Loved Workplaces
• 2024 PEOPLE® Companies That Care
• Ripplematch Recruiting Choice Award
• Yello and WayUp Top 100 Internship Programs
From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected Veteran.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
REQNUMBER: 26238
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