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    Member Service Representative - San Diego, CA, United States - Navy Federal Credit Union

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

    3 weeks ago

    Default job background
    Full time
    Description

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

    To perform advanced platform banking functions with minimal supervision. Provide assistance/training to lower level team members. 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 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 Qualifications Ability to work independently and in a team environment
    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.), per business need
    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 Desired Qualifications Experience in member/customer service preferably in a call center, retail banking or financial institution
    Experience in working in a credit union environment Hours: Available Monday - Saturday, hours based on business needs


    Location:

    Hub & spoke branches: 10645 Tierrasanta Boulevard, Suite E, San Diego, CA 92124 | 3950 Clairemont Mesa Boulevard, San Diego, CA 92117 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 About Us You have goals, dreams, hobbies, and things you're passionate about—what's important to you is important to us.

    We're looking for people who not only want to do meaningful, challenging work, keep their skills sharp and move ahead, but who also take time for the things that matter to them—friends, family, and passions.

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

    Together, we can make it happen.

    Don't take our word for it:

    • 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
    • Fortune 100 Best Companies to Work For
    • Computerworld Best Places to Work in IT
    • 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. 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.

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