Member Associate

Navy Federal Credit Union

Provide administrative support to Navy Federal Investment Services operations. Deliver client information and ensure member satisfaction while adhering to regulations.

Posted 7/28/2026full-timeSan Diego • California • 🇺🇸 United StatesJuniorMid-Level💰 $25 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in providing administrative support within financial services, focusing on customer service, compliance, and relationship management. Proficient in navigating financial transactions and investment products while maintaining accuracy and attention to detail.

Highest-signal resume keywords

Administrative Support ExperienceCustomer Service SkillsFinancial Transactions KnowledgeRelationship ManagementFINRA Series 7 Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Transactions ProcessingInvestment Products KnowledgeMathematical CalculationsAnalytical SkillsOrganizational SkillsTime ManagementProblem-Solving SkillsAttention to DetailWord Processing SkillsSpreadsheet Software Skills

Soft Skills

Self-MotivatedTeam PlayerEffective CommunicationNegotiation SkillsAbility to Remain Calm Under Pressure

Tools & Technologies

PC ApplicationsMultiple Systems Navigation

Certifications & Qualifications

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

Industry Keywords

Navy Federal Investment ServicesCompliance RegulationsFinancial ServicesCustomer ExperienceMember Satisfaction

About the role

Key responsibilities & impact

Provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs)
Provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees through various media channels
Establish a positive member experience, optimal satisfaction, and retention; meet growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures, and standards
Work under supervision

Requirements

What you’ll need

Self-motivated, results driven, team player with strong ability to collaborate with others
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/record account information and conversations regarding member interactions, needs, and account activities
Familiarity with investment products, services, processes, requirements, and systems
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced customer service and relationship management skills
Ability to remain calm and courteous under pressure while dealing with internal and external members/customers
Effective skill building relationships with staff, management, vendors, and members through rapport, trust, diplomacy, and tact
Ability to interpret and explain regulations, 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
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 verbal and written communication skills
Effective skill navigating multiple screens and PC applications and adapting to new technologies
Effective word processing and spreadsheet software skills
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Working knowledge of Navy Federal/NFIS products and services
Working knowledge of Navy Federal/NFIS’s functions, philosophy, organization, programs, policies, and procedures
FINRA Series 7, combination of NASAA Series 63/65or 66 registration and state Life & Health Insurance License

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible working hours
Paid time off
Generous benefits and perks