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Member Service Representative II - Brooklyn-Jacksonville FL - (Full Time)

Navy Federal Credit Union
Jacksonville, United Statesfull_timeVerifiedPosted 6 Aug 2025

About the role

To provide members and prospective members the full range of financial products and services while demonstrating advanced job knowledge and service skills. The MSR III operates with minimal supervision, performs complex banking functions, and enhances member interactions by providing education on available service channels and engaging in financial discussions. Provide assistance/training to lower-level team members.

  • Counsel members on financial wellness, identifying opportunities to deepen relationships
  • Assist members with submitting consumer loan applications
  • Analyze, research, and resolve complex account discrepancies and member concerns
  • Identify and mitigate potential fraud or suspicious account activity
  • Initiate fee adjustments or service accommodations within defined authority limits
  • Inform and guide members on available service channels, emphasizing convenient self-service solutions to enhance their banking experience
  • Comply with all federal regulations and institutional policies related to financial services
  • Support operational efficiency by minimizing errors and adhering to quality control measures
  • Process complex transactions, including large cash withdrawals, loan payoffs, and certificate redemptions
  • Ensure accurate and compliant handling of cash, negotiable instruments, and transactions
  • May conduct external financial outreach, participating in local events and educational presentations
  • May serve as a branch specialist in an area such as IRAs, Financial Health Presentation Specialist, or mortgage
  • May assist with branch vault procedures, including opening, closing, and balancing
  • May serve as a Branch Office and/or ATM vault custodian
  • Perform other duties as assigned
  • Advanced skill building effective relationships through rapport, trust, diplomacy, and tact
  • Advanced research, analytical, and problem-solving skills
  • Advanced skill working independently and in a team environment
  • Advanced skill maintaining composure in a high-production and changing environment
  • Advanced knowledge of deposit and loan products, services, and operational procedures
  • Advanced skill navigating multiple systems efficiently and adapt to evolving technologies
  • Advanced skill exercising sound judgment and make informed decisions
  • Advanced skill embracing and supporting change initiatives in a dynamic and continuously evolving environment
  • Advanced verbal and written communication skills to engage with members and colleagues

Desired Qualifications

  • Significant experience in financial services, retail banking, or a credit union environment

Hours: Available Monday - Saturday: hours based on business needs

Location: 150 Riverside Ave Ste 101, Jacksonville, Florida 32202

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 TSCandidateSupport@Infor.com.

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.

  • Best Companies for Latinos to Work for 2024
  • Computerworld® Best Places to Work in IT
  • Forbes® 2025 America’s Best Large Employers
  • Forbes® 2024 America's Best Employers for New Grads
  • Forbes® 2024 America's Best Employers for Tech Workers
  • Fortune Best Workplaces for Millennials™ 2024   
  • Fortune Best Workplaces for Women ™ 2024
  • Fortune 100 Best Companies to Work For® 2025
  • Military Times 2024 Best for Vets Employers
  • Newsweek Most Loved Workplaces
  • 2024 PEOPLE® Companies That Care
  • RippleMatch Recruiting Choice Award
  • Yello and WayUp Top 100 Internship Programs

From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited

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Navy Federal Credit Union

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