Geared toward customer service professionals comfortable with financial product counseling and routine banking transactions, with a preference for candidates open to part-time work in a dynamic, in-person environment.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Navy Federal
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.
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Provide basic counseling on available products and services to meet member needsAssist members with opening and maintaining deposit accounts, loans, and other financial productsResearch and resolve basic account discrepancies and service requestsIdentify opportunities to cross-service products and enhance member relationships through educationUnderstand and comply with all relevant federal and institutional regulations related to financial products and servicesSupport team members by sharing knowledge and best practices as experience growsEnsure cash and other negotiable instruments are handled properly and securelyProcess routine transactions, including deposits, withdrawals, loan payments, and check cashingPerform other duties as assigned
Experience in building effective relationships through rapport, trust, diplomacy, and tactEffective research, analytical, and problem-solving skillsExperience working independently and in a team environmentExperience maintaining composure in a high-production and changing environmentExperience navigating multiple systems efficiently and adapt to evolving technologiesEffective skill exercising sound judgment and make informed decisionsAbility to embrace and support change initiatives in a dynamic and continuously evolving environmentEffective verbal and written communication skills to engage with members and colleagues
Desired Qualifications
Working knowledge of deposit and loan products, services, and operational proceduresExperience in customer service, preferably in banking or a financial institution
Additional Information
Hours:
Available Monday - Saturday, hours based on business needs. Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required)
Location:
815 College Blvd Ste 101 Oceanside, California 92057Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Our approach to careers is simple yet powerful: Make our mission your passion.
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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 medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. 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.
Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Source: Navy Federal careers