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Navy Federal Credit Union · 4 days ago

Member Associate

9999 Willow Creek Rd, San Diego, CA, 92131, US

Full-time

Hybrid

New Grad, Entry Level

$24.72/hr - $30.92/hr

Navy Federal Credit Union is committed to providing a meaningful career experience and is seeking a Member Associate to support their Investment Services operations. The role involves delivering administrative support, responding to client inquiries, and ensuring compliance with regulations while fostering a positive member experience.

AssociationFinancial ServicesNon Profit

Comp. & Benefits

H1B Sponsor Likely

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 new staff

Qualification

Customer serviceFinancial services knowledgeRelationship managementAdministrative supportInvestment products knowledgeRegulatory complianceMathematical calculationsPC applicationsWord processingSpreadsheet skillsEffective communicationProblem-solvingOrganizational skillsTeam collaborationAttention to detail

Required

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

Preferred

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 63/65 or 66 registration and state Life & Health Insurance License

Company

Navy Federal Credit Union

Glassdoor4.1

Since 1933, Navy Federal has grown from seven members to over 4 million members. And since that time, their vision statement has remained

Founded in 1933

Vienna, Virginia, USA

10001+ employees

http://www.navyfederal.org

H1B Sponsorship

Navy Federal Credit Union has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (217)

2024 (110)

2023 (106)

2022 (76)

2021 (38)

2020 (19)