Member Associate

Jobtailor; Pensacola (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Navy Federal Financial Group seeks an organized administrative support professional to assist Financial Advisors (FAs) and relay information about NFFG products and services to clients, third parties and employees. You will help ensure a positive member experience, support retention and growth, and uphold compliance with applicable regulations and Navy Federal standards.

The role requires strong communication, problem solving and multitasking ability in a financial services environment, with an

Qualifications

• FINRA Series 7 and NASAA Series 63/65/66 registrations and Life & Health Insurance License required
• Experience in administrative support, preferably in member/customer service or financial services
• Familiarity with financial transaction processing and related responsibilities
• Familiarity with financial institution and lending practices, principles, and regulations
• Ability to reference and record account information across multiple systems and discuss member interactions
• Strong written and verbal communication skills
• Ability to work both independently and in a team environment
• Effective negotiation, diplomacy and relationship-building abilities
• Strong organizational, planning and time-management skills
• Ability to interpret and explain complex written regulatory documents
• Attention to accuracy and meeting deadlines
• Ability to handle multiple priorities

Responsibilities

• Provide diverse administrative support to Financial Advisors (FAs)
• Provide information through various media channels about Navy Federal Financial Group (NFFG) products and services to clients, potential clients, third parties and employees
• Maintain a positive member experience, optimize satisfaction and retention, and support growth while ensuring compliance with federal, state and agency regulations and Navy Federal processes

Skills

Regulatory compliance

Customer service

Verbal communication

Written communication

Negotiation

Problem solving

Time management

Teamwork

Independent work

Diplomacy

Attention to detail

Numerical calculations

Education

Bachelor's degree in Business Administration, Finance or Management

Tools

Microsoft Word

Microsoft Excel

CRM systems

Job description

• To provide diverse administrative support to Financial Advisors (FAs).
• To provide through various media channels information regarding Navy Federal Financial Group (NFFG) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees.
• To establish a positive member experience, optimal satisfaction and retention, meet and growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures and standards.

Requirements

• FINRA Series 7, combination of NASAA Series63/65 65 or 66 registration and state Life & Health Insurance License
• Experience in an administrative support capacity, preferably in member/customer service or financial services
• Familiarity with financial transaction/processing related responsibilities
• Familiarity with financial institution and lending practices, principles, and regulations
• Working knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities
• Ability to work independently and in a team environment
• Effective verbal and written communication skills
• Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
• Effective skill interacting with staff, management, vendors, and members diplomatically and tactfully
• Advanced customer service focus and relationship management skills
• Ability to remain calm and courteous under pressure while dealing with internal & external members/customers
• Effective skill building effective relationships through rapport, trust, diplomacy, and tact
• Ability to interpret and explain regulation, instructions, and procedures
• Effective skill exercising initiative and using good judgment to make sound decisions
• Effective organizational, planning and time management skills
• Effective research, analytical, and problem-solving skills
• Effective skill performing mathematical calculations and working accurately with numbers
• Working knowledge of products, services, processes, requirements, and systems related to the business unit
• Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents
• Effective skill maintaining accuracy with attention to detail and meeting deadlines
• Experience with managing multiple priorities independently and/or in a team environment to achieve goals
• Effective skill navigating multiple screens and PC applications and adapting to new technologies
• Effective word processing and spreadsheet software skills
• Advanced knowledge of investment and insurance products
• Advanced knowledge of Navy Federal/NFIS’s functions, philosophy, organization, programs, policies, and procedures
• Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience