Full Time - Client Services Rep

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; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.

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. Experience in building effective relationships through rapport, trust, diplomacy, and tact. Ability to embrace and support change initiatives in a dynamic and continuously evolving environment. Working knowledge of deposit and loan products, services, and operational procedures. Experience in customer service, preferably in banking or a financial institution.

Available Monday - Saturday, hours based on business needs. Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. 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 View email address on click.appcast.io.

Navy Federal Credit Union