Position Summary:
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.
Key Responsibilities:
- Counsel current and prospective members about Navy Federal’s products and services
- Identify opportunities to cross service products and increase product penetration
- May assist with Branch Office vault opening, closing and balancing procedures
- Ensure cash and other negotiable instruments are handled properly
- Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications
- Perform platform-banking functions
- Understand and comply with federal and other regulations relating to financial products and services
- May serve as a Branch Office and/or ATM vault custodian
- Analyze, research, and resolve problems and discrepancies related to member accounts/loans
- Perform other duties as assigned
Required Education & Experience:
- Effective organizational, planning and time management skills
- Desired – Experience in member/customer service preferably in a call center, retail banking or financial institution
- Effective skill performing mathematical calculations and working accurately with numbers
- Working knowledge of savings and checking products, accounts, and services
- Ability to work independently and in a team environment
- Effective skill exercising initiative and using good judgment to make sound decisions
- Effective skill building effective relationships through rapport, trust, diplomacy, and tact
- Effective skill navigating multiple screens and PC applications and adapting to new technologies
- Effective verbal and written communication skills
- Effective active listening skills to accurately respond to inquiries and account requests
- Effective skill maintaining composure in a high production and changing environment
- Effective research, analytical, and problem-solving skills