Financial Presentation Specialist - MCRD Parris Island

Overview

Support senior staff in executing recruit membership presentations regarding Navy Federal Credit Union membership; provide an overview of a full range of products and services including depository accounts, lending products and credit/debit cards. Work with senior staff to develop presentation proficiency; may present to small groups on specific products or services or larger groups under guidance from senior staff. Work is performed under direct supervision.

Responsibilities

• Support senior staff in delivering comprehensive presentations to recruits during recruit training and in-processing
• Present to recruits on Navy Federal's digital channels and assist in establishing digital services to include Navy Federal Online and Mobile Banking
• Prepare membership packets, collect and edit account information, open accounts, establish direct deposits, and process credit card applications and certificates
• Respond to basic inquiries regarding Navy Federal products, services, and membership eligibility
• Identify and coordinate resolution of issues that occur during membership activities (e.g., automated systems and vendor supply problems)
• Support branch financial briefs and member acquisition events
• Perform moderately complex platform banking functions to include new account opening, digital services, credit card and basic consumer loan applications and debit card servicing
• Understand member needs, provide quality service, and respond quickly and accurately to member requests for information
• Counsel current and prospective members about Navy Federal's products and services
• Ensure cash and other negotiable instruments are handled properly
• Identify patterns of activity indicating possible fraud or account abuse
• Understand and comply with federal and other regulations relating to financial products and services
• Develop knowledge of Navy Federal products/services, security updates, fraud alerts, policies, procedures, marketing initiatives, etc.
• Provide functional/operational support to the branch/region as dictated by workload and business need
• Perform other duties as assigned

Qualifications

• Working knowledge of savings products, checking products, accounts and services
• Familiarity with cross servicing techniques and member engagement methods

Desired Qualifications

• Experience with public speaking in a professional and/or corporate setting
• Experience in training or adult education
• Experience in member/customer service positions, preferably in a call center, retail banking or financial institution
• Advanced knowledge of Navy Federal's functions, philosophy, operations and organizational objectives

Hours: Monday - Friday, 8:00AM - 4:30PM

Location: Boulevard de France Building 202, Parris Island, SC 29905

About Us

You have goals, dreams, hobbies, and things you're passionate about-what's important to you is important to us. We're looking for people who not only want to do meaningful, challenging work, keep their skills sharp and move ahead, but who also take time for the things that matter to them-friends, family, and passions. And we're looking for team members who are passionate about our mission-making a difference in military members' and their families' lives. Together, we can make it happen. Don't take our word for it:* Military Times 2022 Best for Vets Employers* WayUp Top 100 Internship Programs* Forbes 2022 The Best Employers for New Grads* Fortune Best Workplaces for Women* Fortune 100 Best Companies to Work For* Computerworld Best Places to Work in IT* Ripplematch Campus Forward Award - Excellence in Early Career Hiring* Fortune Best Place to Work for Financial and Insurance ServicesEqual 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/DisabilityDisclaimers: 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 positionBank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.