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Member Service Representative II - Full Time- Southland Plaza

Location: CA San Diego - Southland Plaza Full/Part Time: Part-Time Regular/Temporary: Regular

Job Description

Employee Perks

Why You Will Love Being Part of the Navy Federal Team:

  • Competitive compensation with opportunities for annual raises, promotions, and bonus potential
  • Best-in-Class Benefits! (7% 401k match / Pension plan / Tuition reimbursement / Great insurance options)
  • On-site amenities include fitness center, wellness center, cafeteria, etc. at Pensacola, FL; Vienna, VA and Winchester, VA campuses
  • Consistently Awarded Top Workplace
  • Nationally recognized training department by TRAINING Magazine
  • An employee-focused, diverse, and service-oriented workplace environment

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. To perform advanced platform banking functions with minimal supervision. Provides assistance/training to lower level team members.

• Analyze, research and resolve problems and discrepancies related to member accounts/loans - Complex/Difficult
• Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications - Complex/Difficult
• Counsel current and prospective members about Navy Federal's products and services - Under minimal supervision
• Ensure cash and other negotiable instruments are handled properly
• Identify opportunities to cross service products and increase product penetration
• Perform platform banking functions - Complex/Difficult
• 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

• 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
• 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


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

Location: 555 Saturn Boulevard Ste C San Diego, CA 92154

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