Investment Services Associate

Navy Federal Credit Union

4.8

(226)

San Diego, CA

Why you should apply for a job to Navy Federal Credit Union:

  • Ranked as one of the Best Companies for Women in 2023
  • 4.8/5 in overall job satisfaction
  • 4.8/5 in supportive management
  • 96% say women are treated fairly and equally to men
  • 96% would recommend this company to other women
  • 96% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • Professional development and training opportunities to help employees grow in their careers and the life they want to lead
  • Best-in-class benefits with generous vacation, paid maternity/paternity leave, retirement plans, tuition reimbursement, discounts and more
  • Unique culture where team members are passionate about the mission which creates clarity, alignment and purpose
  • #17515

    Position summary

    • 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 accountset up and changes, prepareaccount portfolio reviewsand financial plans,and ensure recordation and retention following NFIS and industry processes and procedures

    • Prepare and review client paperworkpre 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, policiesand procedures, new products and services, systemchanges, and current marketing efforts

    • Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives

    • Assist in training and onboarding new NFIS team members

    • Perform other duties as assigned

    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

    • 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, 8:30AM - 5:00PM PST

    Location: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602 | 9999 Willow Creek Road, San Diego, CA 92131

    About Us
    You have goals, dreams, hobbies, and things you're passionate about-what's important to you is important to us. We're looking for people who not only want to do meaningful, challenging work, keep their skills sharp and move ahead, but who also take time for the things that matter to them-friends, family, and passions. And we're looking for team members who are passionate about our mission-making a difference in military members' and their families' lives. Together, we can make it happen. Don't take our word for it:

    • Military Times 2022 Best for Vets Employers

    • WayUp Top 100 Internship Programs

    • Forbes® 2022 The Best Employers for New Grads

    • Fortune Best Workplaces for Women

    • Fortune 100 Best Companies to Work For®

    • Computerworld® Best Places to Work in IT

    • Ripplematch Campus Forward Award - Excellence in Early Career Hiring

    • Fortune Best Place to Work for Financial and Insurance Services

    Equal Employment Opportunity: Navy Federal values, celebrates, and enacts diversity in the workplace. Navy Federal takes affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans. EOE/AA/M/F/Veteran/Disability EOE/AA/M/F/Veteran/Disability

    Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position

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

    Why you should apply for a job to Navy Federal Credit Union:

  • Ranked as one of the Best Companies for Women in 2023
  • 4.8/5 in overall job satisfaction
  • 4.8/5 in supportive management
  • 96% say women are treated fairly and equally to men
  • 96% would recommend this company to other women
  • 96% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • Professional development and training opportunities to help employees grow in their careers and the life they want to lead
  • Best-in-class benefits with generous vacation, paid maternity/paternity leave, retirement plans, tuition reimbursement, discounts and more
  • Unique culture where team members are passionate about the mission which creates clarity, alignment and purpose