Full Time - Client Services Rep

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

Responsibilities

Provide basic counseling on available products and services to meet member needs

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

Perform other duties as assigned

Qualifications

Experience in building effective relationships through rapport, trust, diplomacy, and tact

Effective research, analytical, and problem-solving skills

Experience working independently and in a team environment

Experience maintaining composure in a high-production and changing environment

Experience navigating multiple systems efficiently and adapt to evolving technologies

Effective skill exercising sound judgment and make informed decisions

Ability to embrace and support change initiatives in a dynamic and continuously evolving environment

Effective verbal and written communication skills to engage with members and colleagues

Desired Qualifications

Working knowledge of deposit and loan products, services, and operational procedures

Experience in customer service, preferably in banking or a financial institution

Hours

Available Monday - Saturday, hours based on business needs.

Location

24 Sailfish Drive, Groton, Connecticut 06340

Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.

Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.

Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at View email address on click.appcast.io or by calling View phone number on click.appcast.io. This team cannot provide any information on job postings or application status.

Disclaimers: 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 team’s 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 position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.

Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

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