Investment Services Coordinator
Company: Navy Federal Credit Union
Location: San Diego
Posted on: March 19, 2023
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Job Description:
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 2021 Best for Vets
Employers
--- WayUp Top 100 Internship Programs
--- Forbes - 2022 The Best Employers for New Grads
--- Forbes - America's Best Employers
--- Newsweek Top 100 Most Loved Workplaces
--- Fortune Best Workplaces for Women
--- Fortune 100 Best Companies to Work For -
--- Computerworld - Best Places to Work in ITBasic PurposeTo
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.
Responsibilities
--- Respond promptly and appropriately to member telephone, digital
chat, and all forms of communications inquiries (e.g., account
status, address change requests, password resets, update member
files, etc.)
--- 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 account set up and changes, prepare account
portfolio reviews and financial plans, and ensure recordation and
retention following NFIS and industry processes and procedures
--- Prepare and review client paperwork pre 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,
policies and procedures, new products and services, system changes,
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
Desired
--- 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
--- Advanced knowledge of Navy Federal/NFIS's functions,
philosophy, organization, programs, policies, and procedures
--- Current and active FINRA Series 6,7, NASAA Series 65 or 66 (and
NASAA Series 63 in states where required) registration and Life &
Health Insurance License
Hours: -Monday - Friday, 8:30AM - 5:00PM
Location: Silverdale Branch: 3340 NW Randall Way, Silverdale, WA,
98383 OR West Coast Hub: 9999 Willow Creek Road San Diego, CA
92131
Hybrid (2 days per week on site)
Navy Federal is now hybrid! Our standard enterprise requirement for
a hybrid schedule is to report on-site 4-16 days each month. The
number of days reporting on-site will ultimately be determined by
the employee's leadership and business unit needs. You will learn
more throughout the hiring and on boarding process.
Salary Range: -$23.00 - $29.00 hourly -
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.
Posting End Date: -03/18/23
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. #LI-Hybrid 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
Disclaimer
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.
Bank Secrecy Act
Remains cognizant of and adheres to Navy Federal policies and
procedures, and regulations pertaining to the Bank Secrecy Act.
Employee Referrals
This position is eligible for the TalentQuest employee referral
program. If an employee referred you for this job, please apply
using the system-generated link that was sent to you.Navy Federal
values and celebrates diversity in the workplace. All qualified
applicants will receive consideration for employment without regard
to race, color, religion, sex, sexual orientation, gender identity,
national origin, disability, or status as a protected veteran.
Keywords: Navy Federal Credit Union, San Diego , Investment Services Coordinator, Other , San Diego, California
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