Registered Member Associate
Navy Federal Credit UnionSan Diego, CA, United States- serp_jobs.job_card.full_time
Overview
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.
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
- Utilize systems with advanced access to perform complex account set up and maintenance
- 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
- Execute, as directed by management or FA, advanced account set up and changes, prepare account portfolio reviews and account hypotheticals, and ensure recordation and retention following NFIS and industry processes and procedures
- 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 with unsolicited trades
- Assist in training and onboarding new
Qualifications
Desired Qualifications
Hours : 8 : 00 AM - 5 : 00 PM Hybrid
Location : 820 Follin Lane, Vienna, VA 22180 |5510 Heritage Oaks Dr. Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602 | 9999 Willow Creek Road San Diego, CA 92131
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Our approach to careers is simple yet powerful : Make our mission your passion.
From Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
Equal Employment Opportunity : 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.
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.
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Member Associate • San Diego, CA, United States