Member Associate

Navy Federal Credit Union

Provide administrative support to Financial Advisors while promoting Navy Federal Financial Group services and ensuring regulatory compliance. Enhance member experience and satisfaction through effective communication and service.

Posted 7/27/2026full-timePensacola • Florida • 🇺🇸 United StatesJuniorMid-Level💰 $23 - $35 per hourWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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
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

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Bonuses
Stock options
Equipment allowances
Wellness programs