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HomeCompaniesFa Etbx Saasfaprod1 Fa Ocs Oraclecloud Com CX 1001Registered Member Associate

Registered Member Associate

Fa Etbx Saasfaprod1 Fa Ocs Oraclecloud Com CX 1001 · Vienna, VA, United States; NFFG Headquarters, Vienna, VA, US; Winchester Ops Campus NFG, Winchester, VA, US; Greater Pensacola Ops NFG, Pensacola, FL, US; St. Johns Training Center NFG, Jacksonville, FL, US; Dallas TX Bus Partner Spc NFG, North Richland Hills, TX, US; Atlanta GA Training Center, Sandy Springs, GA, US; Tidewater Train Fac - NFG, Virginia Beach, VA, US · Hybrid · Active · Oracle Recruiting Cloud / Fusion HCM

Job facts

FieldValue
CompanyFa Etbx Saasfaprod1 Fa Ocs Oraclecloud Com CX 1001
TitleRegistered Member Associate
Normalized title-
Department / teamFinancial Advisors
LocationVienna, VA, United States
Work modelHybrid / Hybrid
Employment typeFull Time
Salary-
Statusactive
ATS providerOracle Recruiting Cloud / Fusion HCM
Posted / first seen2026-05-20 / 2026-05-31
Changed / last seen2026-06-04 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Fa Etbx Saasfaprod1 Fa Ocs Oraclecloud Com CX 1001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through Oracle Recruiting Cloud / Fusion HCM.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Vienna.Open
Department jobsActive postings in Financial Advisors.Open
Work model jobsActive Hybrid postings.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyFa Etbx Saasfaprod1 Fa Ocs Oraclecloud Com CX 1001
Source07b2a29e-6ea2-4100-a3f9-8f9be9715803
ATS providerOracle Recruiting Cloud / Fusion HCM

Description

Description 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 employees Qualifications 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 Desired Qualifications 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 Additional Information Hours: Monday - Friday, 8:30AM - 5:00PM (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 4 Concourse Parkway Suite #100 Sandy Springs, GA 30328 295 Bendix Rd Suite 250 Virginia Beach, VA 23452 11270 St Johns Industrial Parkway South Jacksonville, FL 32246 3300 Olympus Blvd, Suite 550, Coppell, TX 75019 Company 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. FORTUNE 100 Best Companies to Work For® 2025 Yello and WayUp Top 100 Internship Programs Computerworld® Best Places to Work in IT Newsweek Most Loved Workplaces 2025 PEOPLE® Companies That Care Newsweek Most Trustworthy Companies in America Military Times 2025 Best for Vets Employers Best Companies for Latinos to Work for 2025 Forbes® 2025 America’s Best Large Employers Forbes® 2025 America's Best Employers for New Grads Forbes® 2025 America's Best Employers for Tech Workers 2025 RippleMatch Campus Forward Award Winner for Overall Excellence Military.com Top Military Spouse Employers 2025 2025 Handshake Early Talent Award 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 age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at [email protected] or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status. 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. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site. Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process. Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Full job record

Job ID644d82828e1a27e2ba33d96b6e885476ab8fb6b9
Org ID5658da07-a4d6-4a63-8b00-4ab2c3c74e87
Source ID07b2a29e-6ea2-4100-a3f9-8f9be9715803
Board ID07b2a29e-6ea2-4100-a3f9-8f9be9715803
Provideroracle_hcm
Provider Job Key29302
TitleRegistered Member Associate
Normalized Title
Statusactive
Activeyes
Location TextVienna, VA, United States; NFFG Headquarters, Vienna, VA, US; Winchester Ops Campus NFG, Winchester, VA, US; Greater Pensacola Ops NFG, Pensacola, FL, US; St. Johns Training Center NFG, Jacksonville, FL, US; Dallas TX Bus Partner Spc NFG, North Richland Hills, TX, US; Atlanta GA Training Center, Sandy Springs, GA, US; Tidewater Train Fac - NFG, Virginia Beach, VA, US
DepartmentFinancial Advisors
Team
Employment Typefull_time
Workplace Typehybrid
Remote Policyhybrid
CountryUnited States
RegionVA
CityVienna
Salary RawDescription 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 employees Qualifications 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 Desired Qualifications 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 Additional Information Hours: Monday - Friday, 8:30AM - 5:00PM (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 4 Concourse Parkway Suite #100 Sandy Springs, GA 30328 295 Bendix Rd Suite 250 Virginia Beach, VA 23452 11270 St Johns Industrial Parkway South Jacksonville, FL 32246 3300 Olympus Blvd, Suite 550, Coppell, TX 75019 Company 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. FORTUNE 100 Best Companies to Work For® 2025 Yello and WayUp Top 100 Internship Programs Computerworld® Best Places to Work in IT Newsweek Most Loved Workplaces 2025 PEOPLE® Companies That Care Newsweek Most Trustworthy Companies in America Military Times 2025 Best for Vets Employers Best Companies for Latinos to Work for 2025 Forbes® 2025 America’s Best Large Employers Forbes® 2025 America's Best Employers for New Grads Forbes® 2025 America's Best Employers for Tech Workers 2025 RippleMatch Campus Forward Award Winner for Overall Excellence Military.com Top Military Spouse Employers 2025 2025 Handshake Early Talent Award 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 age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at [email protected] or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status. 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. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site. Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process. Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Salary Min
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Source URLhttps://fa-etbx-saasfaprod1.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/29302
Apply URLhttps://fa-etbx-saasfaprod1.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/29302
First Seen At2026-05-31 17:56:06Z
Last Seen At2026-06-06 18:55:13Z
Last Checked At2026-06-06 18:55:13Z
Last Changed At2026-06-04 10:22:52Z
Inactive At
Source Posted At2026-05-20 17:32:26Z
Source Updated At
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    "CorporateDescriptionStr": "<p></p>\n<p>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.</p>\n<p>Our approach to careers is simple yet powerful: Make our mission your passion.</p>\n<ul style=\"margin-top:0in\">\n <li>FORTUNE<i>&nbsp;</i>100 Best Companies to Work For® 2025</li>\n <li>Yello and WayUp Top 100 Internship Programs</li>\n <li>Computerworld® Best Places to Work in IT</li>\n <li>Newsweek Most Loved Workplaces</li>\n <li>2025 PEOPLE® Companies That Care</li>\n <li>Newsweek Most Trustworthy Companies in America</li>\n <li>Military Times 2025 Best for Vets Employers</li>\n <li>Best Companies for Latinos to Work for 2025</li>\n <li>Forbes® 2025 America’s Best Large Employers</li>\n <li>Forbes® 2025 America's Best Employers for New Grads</li>\n <li>Forbes® 2025 America's Best Employers for Tech Workers</li>\n <li>2025 RippleMatch Campus Forward Award Winner for Overall Excellence&nbsp;</li>\n <li>Military.com Top Military Spouse Employers 2025&nbsp;</li>\n <li>2025 Handshake Early Talent Award</li>\n</ul>\n<p>&nbsp;</p>\n<p>From&nbsp;<i>Fortune</i>. ©2025&nbsp;<i>Fortune</i>&nbsp;Media IP Limited. All rights reserved. Used under license.&nbsp;<i>Fortune</i>&nbsp;and&nbsp;<i>Fortune</i>&nbsp;Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.</p>\n<p><b>Equal Employment Opportunity:</b>&nbsp;All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.</p>\n<p><b>Accommodations:&nbsp;</b>If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at [email protected] or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.</p>\n<p><b>Disclaimers:</b>&nbsp;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. For additional details regarding compensation and benefits, review the&nbsp;<a href=\"https://fa-etbx-saasfaprod1.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/nfcu/pages/employee-benefits\" target=\"_blank\" rel=\"nofollow\">Benefits page</a>&nbsp;of the Navy Federal Career Site.</p>\n<p><b>Protect Yourself from Job Scams:</b>&nbsp;Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.</p>\n<p><b>Bank Secrecy Act:</b>&nbsp;Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.</p>",
    "ExternalPostedStartDate": "2026-05-20T17:32:26+00:00",
    "ExternalQualificationsStr": "<ul><li>FINRA Series 7, combination of NASAA Series63/65 65 or 66 registration and state Life &amp; Health Insurance License</li><li>Experience in an administrative support capacity, preferably in member/customer service or financial services</li><li>Familiarity with financial transaction/processing related responsibilities</li><li>Familiarity with financial institution and lending practices, principles, and regulations</li><li>Working knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities</li><li>Ability to work independently and in a team environment</li><li>Effective verbal and written communication skills</li><li>Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes</li><li>Effective skill interacting with staff, management, vendors, and members diplomatically and tactfully</li><li>Advanced customer service focus and relationship management skills</li><li>Ability to remain calm and courteous under pressure while dealing with internal &amp; external members/customers</li><li>Effective skill building effective relationships through rapport, trust, diplomacy, and tact</li><li>Ability to interpret and explain regulation, instructions, and procedures</li><li>Effective skill exercising initiative and using good judgment to make sound decisions</li><li>Effective organizational, planning and time management skills</li><li>Effective research, analytical, and problem-solving skills</li><li>Effective skill performing mathematical calculations and working accurately with numbers</li><li>Working knowledge of products, services, processes, requirements, and systems related to the business unit</li><li>Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents</li><li>Effective skill maintaining accuracy with attention to detail and meeting deadlines</li><li>Experience with managing multiple priorities independently and/or in a team environment to achieve goals</li><li>Effective skill navigating multiple screens and PC applications and adapting to new technologies</li><li>Effective word processing and spreadsheet software skills<br>&nbsp;</li></ul><p><strong>Desired Qualifications</strong></p><ul><li>Advanced knowledge of investment and insurance products</li><li>Advanced knowledge of Navy Federal/NFIS’s functions, philosophy, organization, programs, &nbsp;policies, and procedures</li><li>Bachelor's degree in Business Administration, Finance or Management or related discipline or &nbsp;related professional experience</li></ul><p>&nbsp;</p><p><strong>Additional Information</strong></p><p><strong>Hours:&nbsp;</strong></p><ul><li>Monday - Friday, 8:30AM - 5:00PM (Hybrid)</li></ul><p>&nbsp;</p><p><strong>Location:&nbsp;</strong></p><ul><li>820 Follin Lane, Vienna, VA 22180</li><li>5510 Heritage Oaks Dr. Pensacola, FL 32526</li><li>141 Security Drive, Winchester, VA 22602&nbsp;</li><li>9999 Willow Creek Road San Diego, CA 92131&nbsp;</li><li>4 Concourse Parkway Suite #100 Sandy Springs, GA 30328&nbsp;</li><li>295 Bendix Rd Suite 250 Virginia Beach, VA 23452</li><li>11270 St Johns Industrial Parkway South Jacksonville, FL 32246&nbsp;</li><li><span style=\"font-size: 11pt;\">3300 Olympus Blvd, Suite 550, Coppell, TX 75019</span></li></ul>",
    "InternalQualificationsStr": "<ul><li>FINRA Series 7, combination of NASAA Series63/65 65 or 66 registration and state Life &amp; Health Insurance License</li><li>Experience in an administrative support capacity, preferably in member/customer service or financial services</li><li>Familiarity with financial transaction/processing related responsibilities</li><li>Familiarity with financial institution and lending practices, principles, and regulations</li><li>Working knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities</li><li>Ability to work independently and in a team environment</li><li>Effective verbal and written communication skills</li><li>Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes</li><li>Effective skill interacting with staff, management, vendors, and members diplomatically and tactfully</li><li>Advanced customer service focus and relationship management skills</li><li>Ability to remain calm and courteous under pressure while dealing with internal &amp; external members/customers</li><li>Effective skill building effective relationships through rapport, trust, diplomacy, and tact</li><li>Ability to interpret and explain regulation, instructions, and procedures</li><li>Effective skill exercising initiative and using good judgment to make sound decisions</li><li>Effective organizational, planning and time management skills</li><li>Effective research, analytical, and problem-solving skills</li><li>Effective skill performing mathematical calculations and working accurately with numbers</li><li>Working knowledge of products, services, processes, requirements, and systems related to the business unit</li><li>Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents</li><li>Effective skill maintaining accuracy with attention to detail and meeting deadlines</li><li>Experience with managing multiple priorities independently and/or in a team environment to achieve goals</li><li>Effective skill navigating multiple screens and PC applications and adapting to new technologies</li><li>Effective word processing and spreadsheet software skills<br>&nbsp;</li></ul><p><strong>Desired Qualifications</strong></p><ul><li>Advanced knowledge of investment and insurance products</li><li>Advanced knowledge of Navy Federal/NFIS’s functions, philosophy, organization, programs, &nbsp;policies, and procedures</li><li>Bachelor's degree in Business Administration, Finance or Management or related discipline or &nbsp;related professional experience</li></ul><p>&nbsp;</p><p><strong>Additional Information</strong></p><p><strong>Hours:&nbsp;</strong></p><ul><li>Monday - Friday, 8:30AM - 5:00PM (Hybrid)</li></ul><p>&nbsp;</p><p><strong>Location:&nbsp;</strong></p><ul><li>820 Follin Lane, Vienna, VA 22180</li><li>5510 Heritage Oaks Dr. Pensacola, FL 32526</li><li>141 Security Drive, Winchester, VA 22602&nbsp;</li><li>9999 Willow Creek Road San Diego, CA 92131&nbsp;</li><li>4 Concourse Parkway Suite #100 Sandy Springs, GA 30328&nbsp;</li><li>295 Bendix Rd Suite 250 Virginia Beach, VA 23452</li><li>11270 St Johns Industrial Parkway South Jacksonville, FL 32246&nbsp;</li><li><span style=\"font-size: 11pt;\">3300 Olympus Blvd, Suite 550, Coppell, TX 75019</span></li></ul>",
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    "ExternalResponsibilitiesStr": "<ul><li>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.)</li><li>Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction</li><li>Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors</li><li>Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area</li><li>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</li><li>Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications</li><li>Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration</li><li>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</li><li>Utilize systems with advanced access to perform complex account set up and maintenance</li><li>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</li><li>Prepare and review client paperwork pre and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations</li><li>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</li><li>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</li><li>Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives</li><li>Assist with unsolicited trades</li><li>Assist in training and onboarding new employees<br>&nbsp;</li></ul>",
    "InternalResponsibilitiesStr": "<ul><li>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.)</li><li>Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction</li><li>Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors</li><li>Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area</li><li>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</li><li>Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications</li><li>Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration</li><li>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</li><li>Utilize systems with advanced access to perform complex account set up and maintenance</li><li>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</li><li>Prepare and review client paperwork pre and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations</li><li>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</li><li>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</li><li>Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives</li><li>Assist with unsolicited trades</li><li>Assist in training and onboarding new employees<br>&nbsp;</li></ul>",
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    "ShortDescriptionStr": "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.",
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