Member Service Representative (Full-Time) - Twentynine Palms

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, 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.

Location: 4920 Adobe Rd, Twentynine Palms, California 92277

Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.

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