Registered Member Associate

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.

- 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

Desired Qualifications

- 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

Additional Information

Hours:

- Monday - Friday, 8:30AM - 5:00PM Hybrid

Location:

- 9999 Willow Creek Road, San Diego, CA 92131
- 25 Kaneohe Bay Drive, Suite 220, Kailua, HI, 96734