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    Entry Level Client Service Rep - San Diego, CA, United States - Navy Federal Credit Union

    Navy Federal Credit Union
    Navy Federal Credit Union San Diego, CA, United States

    2 days ago

    Default job background
    Part time
    Description

    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, certificate IRA, revocable trust and estate accounts; and credit/debit cards.

    To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members.
    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
    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
    Working knowledge of savings and checking products, accounts and services
    May be required to participate and complete specialized training (in Business Services, IRA, MLO, notary, etc.), Effective active listening skills to accurately respond to inquiries and account requests
    Effective organizational, planning and time management skills
    Effective skill building effective relationships through rapport, trust, diplomacy and tact
    Effective skill navigating multiple screens and PC applications and adapting to new technologies
    Experience in member/customer service preferably in a call center, retail banking or financial institution
    Experience in working in a credit union environment
    Available Monday - Saturday, hours based on business needs.
    Part-Time hours are typically hours a week. (Please note, during training longer hours will be required)

    Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application.

    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

    And we're looking for team members who are passionate about our mission—making a difference in military members' and their families' lives.

    Military Times 2022 Best for Vets Employers


    • WayUp Top 100 Internship Programs
    • Forbes 2022 The Best Employers for New Grads
    • Fortune Best Workplaces for Women
    • Ripplematch Campus Forward Award - Excellence in Early Career Hiring
    • Fortune Best Place to Work for Financial and Insurance Services

    Equal Employment Opportunity:
    Navy Federal values, celebrates, and enacts diversity in the workplace.

    Navy Federal takes affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans.

    EOE/AA/M/F/Veteran/Disability EOE/AA/M/F/Veteran/Disability

    Disclaimers:
    Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. 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.

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