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, 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.
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
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