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. Requirements 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 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 #J-18808-Ljbffr Jobtailor