About this role
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.
- 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 PT
Location:
- 5550 Heritage Oaks Drive, Pensacola, FL 32526