DescriptionTo 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 advanced platform banking functions with minimal supervision. Provide assistance/training to lower level team members.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job please apply using the systemgenerated link that was sent to you.
Responsibilities- Analyze research and resolve problems and discrepancies of complex nature 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 Federals products and services
- Ensure cash and other negotiable instruments are handled properly
- Identify opportunities to cross service products and increase product penetration
- Perform complex/difficult platform banking functions
- Process ATM transactions
- Lead guide and mentor less experienced staff
- 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- Ability to work independently and in a team environment
- Experience in IRA/certificate/trust services and applications
- Advanced knowledge of accounting credit and/or lending principles and techniques
- Advanced knowledge of savings and checking products accounts and services
- May be required to participate and complete specialized training (in Business Services IRA MLO notary etc. per business need
- Advanced active listening skills to accurately respond to inquiries and account requests
- Advanced organizational planning and time management skills
- Advanced research analytical and problem solving skills
- Advanced skill building effective relationships through rapport trust diplomacy and tact
- Advanced skill exercising initiative and using good judgment to make sound decisions
- Advanced skill maintaining composure in a high production and changing environment
- Advanced skill navigating multiple screens and PC applications and adapting to new technologies
- Advanced skill performing mathematical calculations and working accurately with numbers
- Advanced verbal and written communication skills
- Extensive knowledge of credit and/or debit card fraud issues patterns and processes
Desired Qualifications
- Significant experience in member/customer service preferably in a call center retail banking or financial institution
- Experience in working in a credit union environment
Hours: Available Monday Saturday hours based on business needs.
Location: 15815 Meridian E Puyallup Washington 98375
Based upon business needs this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. 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.
Required Experience:
Unclear Seniority