Member Associate

Navy Federal Credit Union; Vienna (VA); Presencial; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

Navy Federal Credit Union is seeking an administrative support professional to assist Navy Federal Investment Services (NFIS) in handling phone, chat, and FA-related inquiries. The role focuses on delivering accurate information, resolving member issues, and maintaining strong client relationships.

Responsibilities include responding to inquiries, verifying identity, and coordinating referrals and appointments.

Formación

• Experience in administrative support, preferably in financial services.
• Familiarity with financial transactions, lending, compliance regulations.
• Ability to reference/record account information across multiple systems.

Responsabilidades

• Respond to member inquiries via phone, digital chat, and other channels.
• Verify CPI during client interactions and resolve issues on first contact when possible.
• Maintain client relationships and identify cross-serving opportunities.
• Handle outbound calls to members and vendors to resolve paperwork issues and schedule referrals.
• Review client accounts and document needs, questions, and plan next steps.
• Monitor for potential fraud or AML concerns and report findings as required.

Conocimientos

Customer service

Administrative support

Communication skills

Attention to detail

Regulatory knowledge

Systems proficiency

Educación

Bachelor's degree in Business Administration, Finance or Management

Related professional experience

Herramientas

MS Excel

MS Word

CRM systems

Descripción del empleo

Overview

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

Responsibilities

• Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.)
• Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction
• Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors
• Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area
• Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments
• Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications
• Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration
• Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach
• Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures
• Prepare and review client paperwork and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations
• Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts
• Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives
• Assist in training and onboarding n

Qualifications

• Self-motivated, results driven, team player with strong ability to collaborate with others
• Experience in an administrative support capacity, preferably in customer service or financial services
• Familiarity with financial transactions/processing, lending practices, principles, and compliance/regulations
• Knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities
• Familiarity with investment products, services, processes, requirements, and systems
• Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
• Advanced customer service and relationship management skills
• Ability to remain calm and courteous under pressure while dealing with internal and external members/customers
• Effective skill building relationships with staff, management, vendors, and members through rapport, trust, diplomacy, and tact
• Ability to interpret and explain regulations, 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
• 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 verbal and written communication skills
• Effective skill navigating multiple screens and PC applications and adapting to new technologies
• Effective word processing and spreadsheet software skills

Desired Qualifications

• Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
• Working knowledge of Navy Federal/NFIS products and services
• Working knowledge of Navy Federal/NFIS's functions, philosophy, organization, programs, policies, and procedures
• FINRA Series 7, combination of NASAA Series 63/65or 66 registration and state Life & Health Insurance License

Hours

• Monday - Friday, 8:30 AM - 5:00 PM

Locations

• 1007 Electric Avenue, Vienna, VA 22180
• 5550 Heritage Oaks Drive, Pensacola, FL 32526
• 3300 Olympus Blvd. Suite 550, Coppell, TX 75019

About Us

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.* FORTUNE 100 Best Companies to Work For 2026* Yello and WayUp Top 100 Internship Programs 2025* Computerworld Best Places to Work in IT 2026* Most Loved Workplace - America's Top Most Loved Workplaces 2025* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America 2026* Military Times 2025 Best for Vets Employers* Forbes 2026 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2026 Handshake Early Talent Award* Newsweek America's Greatest Workplaces for Culture, Belonging and Community 2026From Fortune Magazine. 2026 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. Fortune Magazine, Fortune Media (USA) Corporation, and its affiliates are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.

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 [e-mail] or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.

Bank Secrecy Act

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