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Registered Member Associate
Navy Federal Credit Union. Provide administrative support to Financial Advisors .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing administrative support within financial services, including client relationship management, regulatory compliance, and advanced customer service. Proficient in navigating multiple systems and performing complex account setups while maintaining accuracy and attention to detail.
Highest-signal resume keywords
FINRA Series 7NASAA Series 63/65 or Series 66 RegistrationState Life & Health Insurance LicenseAdvanced Customer Service SkillsFinancial Transaction Processing
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account Setup and MaintenanceRegulatory ComplianceFinancial AnalysisMathematical CalculationsDocument Review and Accuracy
Soft Skills
Effective Communication SkillsOrganizational SkillsProblem-Solving SkillsNegotiation SkillsTime Management
Tools & Technologies
Word Processing SoftwareSpreadsheet SoftwareAdvanced-Access SystemsMultiple PC Applications
Certifications & Qualifications
FINRA Series 7NASAA Series 63/65 or Series 66 RegistrationState Life & Health Insurance License
Industry Keywords
Financial ServicesCustomer ServiceBSA/AML RequirementsInvestment ProductsInsurance Products
About the role
Key responsibilities & impact- Provide administrative support to Financial Advisors
- Respond to member telephone, digital chat, and other communications inquiries
- Assist with client inquiries through various 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 clients to registered staff or designated areas
- Make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues
- Schedule, confirm, and track referrals and appointments
- Resolve challenging or sensitive situations using tactful customer service communications
- Review client accounts and activities, assess needs, answer 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
- Perform complex account setup and maintenance using advanced-access systems
- Assist with account setup and changes, portfolio reviews, and financial plans while ensuring proper recordation and retention
- Prepare and review client paperwork before and after appointments for accuracy, completeness, currency, and regulatory compliance
- Execute advanced account setup and changes, portfolio reviews, and account hypotheticals as directed by management or Financial Advisors
- 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 with unsolicited trades
- Assist in training and onboarding new employees
Requirements
What you’ll need- FINRA Series 7
- NASAA Series 63/65 or Series 66 registration
- State Life & Health Insurance License
- Experience in an administrative support capacity, preferably in member/customer service or financial services
- Familiarity with financial transaction/processing responsibilities
- Familiarity with financial institution and lending practices, principles, and regulations
- Working knowledge and use of multiple systems to reference and record account information and member interactions
- Ability to work independently and in a team environment
- Effective verbal and written communication skills
- Skills in influencing, negotiating, and persuading
- Advanced customer service and relationship management skills
- 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
- Knowledge of business-unit products, services, processes, requirements, and systems
- Ability to comprehend, analyze, apply, and communicate complex written legal documents
- Ability to maintain accuracy, attention to detail, and deadlines
- Experience managing multiple priorities
- Ability to navigate multiple screens and PC applications and adapt to new technologies
- Word processing and spreadsheet software skills
- Advanced knowledge of investment and insurance products is desired
- Advanced knowledge of Navy Federal/NFIS functions, programs, policies, and procedures is desired
- Bachelor's degree in Business Administration, Finance, Management, or related discipline, or related professional experience is desired
Benefits
Comp & perks- Highly competitive pay
- Generous benefits and perks
- Hybrid work arrangement
- Monday–Friday, 8:30 AM–5:00 PM