Member Service Representative (Full-Time) - Rancho Bernardo

Company: Navy Federal Credit Union
Location: San Diego
Posted on: May 1, 2024

Job Description:

OverviewTo 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 moderately complex platform banking functions under 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.ResponsibilitiesAnalyze, research and resolve problems and discrepancies related to member accounts/loansAssist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applicationsCounsel current and prospective members about Navy Federal's products and servicesEnsure cash and other negotiable instruments are handled properlyIdentify opportunities to cross service products and increase product penetrationPerform platform banking functionsAssist level I team membersUnderstand and comply with federal and other regulations relating to financial products and servicesMay assist with Branch Office vault opening, closing and balancing proceduresMay serve as a Branch Office and/or ATM vault custodianPerform other duties as assignedQualificationsAbility to work independently and in a team environmentWorking knowledge of savings and checking products, accounts and servicesMay be required to participate and complete specialized training (in Business Services, IRA, MLO, notary, etc.), per business needEffective active listening skills to accurately respond to inquiries and account requestsEffective organizational, planning and time management skillsEffective research, analytical, and problem solving skillsEffective skill building effective relationships through rapport, trust, diplomacy and tactEffective skill exercising initiative and using good judgment to make sound decisionsEffective skill maintaining composure in a high production and changing environmentEffective skill navigating multiple screens and PC applications and adapting to new technologiesEffective skill performing mathematical calculations and working accurately with numbersEffective verbal and written communication skillsDesired QualificationsExperience in member/customer service preferably in a call center, retail banking or financial institutionExperience in working in a credit union environmentHours: Available Monday - Saturday, hours based on business needs.Location: 17030 Bernardo Center Drive, San Diego, CA 92128Based 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 TSCandidateSupport@Infor.com.About UsYou have goals, dreams, hobbies, and things you're passionate aboutwhat'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 themfriends, family, and passions. And we're looking for team members who are passionate about our missionmaking 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 ServicesEqual 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 teams 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.by Jobble

Keywords: Navy Federal Credit Union, Mission Viejo , Member Service Representative (Full-Time) - Rancho Bernardo, Sales , San Diego, California