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- 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 (., 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
- Working knowledge of savings products, checking products, accounts and services
- Familiarity with cross servicing techniques and member engagement methods
- 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
Financial Presentation Specialist - Parris Island, United States - Navy Federal Credit Union
Description
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.
Desired Qualifications
Hours: Monday - Friday, 8:00AM - 4:30PM
Location: Boulevard de France Building 202, Parris Island, SC 29905