Member Associate

Navy Federal Credit Union

. Provide administrative support to Navy Federal Investment Services phone operations, digital chat, and Financial Advisors .

Posted 9/18/2026full-timePensacola • Florida • United StatesJuniorMid-Level💰 $20 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong administrative support capabilities in customer service and financial services, with a focus on relationship management, regulatory compliance, and effective communication. Proficient in managing multiple priorities while maintaining accuracy and attention to detail.

Highest-signal resume keywords

Customer Service SkillsFinancial Transactions ProcessingRegulatory Compliance KnowledgeRelationship ManagementEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Administrative SupportFinancial Services KnowledgeMathematical CalculationsAccount ManagementResearch and Analytical SkillsProblem-Solving SkillsAttention to DetailTime ManagementOrganizational SkillsInvestment Products Familiarity

Soft Skills

Calm Under PressureTactful CommunicationAdaptability to New TechnologiesTeam CollaborationIndependent Prioritization

Tools & Technologies

PC ApplicationsWord Processing SoftwareSpreadsheet SoftwareMultiple Systems Navigation

Certifications & Qualifications

FINRA Series 7NASAA Series 63/65 or 66 RegistrationState Life & Health Insurance License

Industry Keywords

BSA/AML RequirementsClient Relationship ManagementFraud DetectionRegulatory ComplianceNavy Federal/NFIS Products

About the role

Key responsibilities & impact

Provide administrative support to Navy Federal Investment Services phone operations, digital chat, and Financial Advisors
Respond to member telephone, digital chat, and other communication inquiries
Assist with client inquiries through multiple media channels and verify Customer Personal Identity
Research and follow up to achieve first-call resolution; redirect calls when appropriate
Establish and maintain client relationships, determine needs, overcome objections, and transfer to appropriate staff
Make outbound calls to resolve rejected paperwork issues and schedule, confirm, and track referrals and appointments
Resolve challenging or sensitive situations using tactful customer service communications
Review client accounts and activities, research needs, respond to inquiries, create cross-servicing opportunities, and increase product penetration
Identify account irregularities, potential fraud, and abuse under BSA/AML requirements; document and report potential security breaches
Assist with account setup and changes, portfolio reviews, and financial plans
Prepare and review client paperwork for accuracy, completeness, currency, and regulatory compliance
Stay current on regulations, security updates, fraud alerts, compliance requirements, policies, procedures, products, services, system changes, and marketing efforts
Schedule, coordinate, and track expenditure, new business, and appointment results from marketing initiatives
Assist in training and onboarding

Requirements

What you’ll need

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 and record account information and member interactions
Familiarity with investment products, services, processes, requirements, and systems
Advanced customer service and relationship management skills
Ability to remain calm and courteous under pressure
Ability to interpret and explain regulations, instructions, and procedures
Organizational, planning, time management, research, analytical, and problem-solving skills
Ability to perform mathematical calculations and work accurately with numbers
Ability to comprehend, analyze, apply, and communicate complex written legal documents
Accuracy, attention to detail, and ability to meet deadlines
Experience managing multiple priorities independently and/or in a team environment
Effective verbal and written communication skills
Ability to navigate multiple screens and PC applications and adapt to new technologies
Effective word processing and spreadsheet software skills
Bachelor's degree in Business Administration, Finance, Management, or related discipline, or related professional experience (desired)
Working knowledge of Navy Federal/NFIS products, services, functions, philosophy, organization, programs, policies, and procedures (desired)
FINRA Series 7, NASAA Series 63/65 or 66 registration, and state Life & Health Insurance License (desired)
Ability to work Monday–Friday, 8:30 AM–5:00 PM PT
Location: 5550 Heritage Oaks Drive, Pensacola, FL 32526

Benefits

Comp & perks

Highly competitive pay
Generous benefits and perks
Meaningful career experience
Energized, engaged, and committed culture
Team appreciation and recognition
Equal employment opportunity
Medical accommodations during the application and hiring process