Member Service Representative - (Hybrid)

Shuvel Digital

Member Service Representative - (Hybrid)

Pensacola, FL
Full Time
Paid
  • Responsibilities

    **Member Service Representative
    Hybrid
    ** Pensacola , FL
    **

    Job Description:**

    • Analyze, research and resolve problems and discrepancies of complex nature, related to member accounts
    • May advise current and prospective members by clearly articulating information about Navy Federal's products, services, and channels
    • Identify opportunities to cross service products and increase product penetration
    • Perform complex/difficult platform banking functions
    • Effectively perform all duties and actions required to assist members when providing phone support
    • Understand and comply with federal and other regulations relating to financial products and services
    • Assist Outreach and Engagement team member with processing new membership applications and related procedures
    • Assist members with opening/closing accounts including member requested products and services. Excludes all lending products.
    • Exhibit highest level of commitment to organizational success and members' and/or internal customers' satisfaction
    • Work independently in a distraction free environment
    • Recognize and report fraud and financial abuse patterns of accounts, products, and services
    • Maintain knowledge of and ensure compliance to all applicable federal and state laws, rules, regulations and Navy Federal policies and procedures
    • Maintain an advanced awareness of security risks in the areas of member identification, membership eligibility and confidentiality
    • Ad hoc reviews
    • Perform other duties as assigned

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