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