Investment Services Coordinator

Overview

To 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 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

Desired Qualifications

• Desired : Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
• Desired : Working knowledge of Navy Federal / NFIS products and services
• Desired : Working knowledge of Navy Federal / NFIS's functions, philosophy, organization, programs, policies, and procedures
• Desired : FINRA Series 7, combination of NASAA Series 63 / 65or 66 registration and state Life & Health Insurance License

Hours : Monday - Friday, 8 : 30AM - 5 : 00PM

Location : 820 Follin Lane, Vienna, VA 22180 5550 Heritage Oaks Dr. Pensacola, FL 32526 141 Security Dr. 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.

• Best Companies for Latinos to Work for 2024
• Computerworld Best Places to Work in IT
• Forbes 2024 America's Best Large Employers
• Forbes 2023 The Best Employers for New Grads
• Fortune Best Workplaces for Millennials 2023
• Fortune Best Workplaces for Women 2023
• Fortune 100 Best Companies to Work For 2024
• Military Times 2023 Best for Vets Employers
• Newsweek Most Loved Workplaces
• Ripplematch Campus Forward Award - Excellence in Early Career Hiring
• Yello and WayUp Top 100 Internship Programs

From Fortune . 2024 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 : 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

Hybrid Workplace : Navy Federal Credit Union is a hybrid workplace, and details will be discussed during your interview process.

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.