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Financial Services Representative

2 months ago

Vienna, Virginia, United States Navy Federal Credit Union Full time
About the Role

Navy Federal Credit Union is seeking a highly skilled Investment Services Coordinator to join our team. As a key member of our customer support team, you will be responsible for providing exceptional service to our members, responding to their inquiries, and resolving issues in a timely and professional manner.

Key Responsibilities
  • Member Support: Respond promptly and effectively to member inquiries, providing accurate and helpful information to resolve their issues.
  • Account Management: Assist members with account-related tasks, such as updating account information, resolving issues, and providing guidance on our products and services.
  • Communication: Communicate clearly and concisely with members, both verbally and in writing, to ensure their needs are met and their concerns are addressed.
  • Problem-Solving: Analyze and resolve complex issues, using your problem-solving skills and knowledge of our products and services to find effective solutions.
  • Team Collaboration: Work collaboratively with other team members to achieve common goals, share knowledge, and provide support as needed.
Requirements
  • Education: Bachelor's degree in Business Administration, Finance, or a related field, or equivalent experience.
  • Experience: 1-2 years of experience in a customer-facing role, preferably in the financial services industry.
  • Skills: Excellent communication and problem-solving skills, ability to work in a fast-paced environment, and proficiency in Microsoft Office applications.
  • Knowledge: Familiarity with financial products and services, as well as regulatory requirements and industry standards.
What We Offer
  • Competitive Salary: A competitive salary and benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
  • Opportunities for Growth: Opportunities for career advancement and professional development, including training and education programs.
  • Diverse and Inclusive Work Environment: A diverse and inclusive work environment, with a commitment to diversity, equity, and inclusion.