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Member Service Representative - Mission Viejo, United States - Navy Federal Credit Union
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.
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.
Part-Time hours are typically hours a week. (Please note, during training longer hours will be required)
Location: 28201 Marguerite Parkway, Mission Viejo, CA 92692
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
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:
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/DisabilityDisclaimers:
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 positionBank Secrecy Act:
Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
REQNUMBER:
17464