Member service representative

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

• 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: 1408 N Meacham Road, Schaumburg, IL 60173

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.

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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.