Cert/IRA & Trust Specialist II

To research, process, and resolve Certificate, Individual Retirement Arrangement (IRA), Education Savings (ESA), Payable on Death (POD) and Trust exceptions, errors, returned and fraudulent checks, money movement, and regulatory account activity. Respond to escalated members inquiries from Contact Center, Branch, and Survivor Support personnel. Identify suspicious or fraudulent activity, place holds, and report/provide necessary documentation to Security for review. Serve as subject matter expert regarding business functions, systems, policies, and procedures. Maintain advanced knowledge of legal, financial, and regulatory requirements related to Certificate, Individual Retirement Arrangement (IRA), Education Savings (ESA), Payable on Death (POD) and Trust products and services. Assist Member Service Representatives to resolve more complex issues. Guide lower-level staff and help resolve more complex issues. Work under minimal supervision.

- Progressive experience working in a high volume, fast paced environment
- Advanced organizational, planning, problem solving, analytical, mathematical and time management skills
- Advanced active listening and verbal/written communication skills to respond tactfully to difficult, member and colleague issues
- Advanced skill navigating multiple screens and PC applications and adapting to modern technologies
- Demonstrated experience in leading, guiding and mentoring others
- Demonstrated experience in handling multiple tasks simultaneously with a high degree of accuracy
- Demonstrated experience in progressively responsible member/customer service or administrative position
- Demonstrated experience to working with all levels of staff, management, stakeholders, vendors
- Demonstrated ability to understand, apply, and communicate complex regulations, instructions, and procedures
- Demonstrated ability to work independently and exercise good judgment, logic, integrity, and initiative
- Demonstrated experience accounting, research, or auditing techniques and methods in a financial institution
- Demonstrated experience of accounting, auditing, or trust agreement language in a multi-tasked, time sensitive office environment
- Effective interpersonal, verbal, and written communication skills including the ability to counsel members and employees about complex trust language, procedures, and laws
- Effective skill building effective relationships through rapport, trust, diplomacy and tact
- Advanced Degree in Finance, Accounting or a related field, or the equivalent combination of education, training, and experience that demonstrates an understanding of financial accounting and/or business practices
- Advanced knowledge of Navy Federal's products, services, policies, procedures, philosophy, and strategic objectives
- Working knowledge of Certificate, IRA, ESA, POD, and Trust products, processes, procedures, account structure, and financial posting procedures
- Working knowledge with the Savings & Time (ST) System and UAD

Additional Information

Hours:

- Monday - Friday, 8:00AM - 4:30PM

Location:

- 5510 Heritage Oaks Drive, Pensacola, FL 32526