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  • Santa Ana, CA

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Member Service Representative II (Full Time) Santa Ana

Navy Federal Credit Union • Santa Ana, CA

Posted 9 days ago

Job Snapshot

Full-Time
Other Great Industries
Customer Service

Job Description



Basic Purpose

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.
 

  • Candidates who meet the minimum requirements of the position will be sent a required online assessment to the email address listed in the application.


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
  • 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 – All required unless otherwise noted

  • Ability to work independently and in a team environment
  • Familiarity with savings and checking products, accounts and services
  • Basic active listening skills to accurately respond to inquiries and account requests
  • Basic organizational, planning and time management skills
  • Basic research, analytical, and problem solving skills
  • Basic skill building effective relationships through rapport, trust, diplomacy and tact
  • Basic skill exercising initiative and using good judgment to make sound decisions
  • Basic skill maintaining composure in a high production and changing environment
  • Basic skill navigating multiple screens and PC applications and adapting to new technologies
  • Basic skill performing mathematical calculations and working accurately with numbers
  • Basic verbal and written communication skills
  • Desired - Exposure to member/customer service preferably in a call center, retail banking or financial institution
  • Desired - Exposure to working in a credit union environment

 
Bank Secrecy

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

Hours: To be determined

Location:
2022 E 17th St. Santa Ana, CA 92705



Equal Employment Opportunity

Navy Federal values, celebrates, and enacts diversity in the workplace.  Navy Federal takes affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans.  EOE/AA/M/F/Veteran/Disability

Job ID: 34313
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