Financial Presentation Specialist - MCRD Parris Island

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.

• 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

• 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

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.

• Best Companies for Latinos to Work for 2024
• Computerworld® Best Places to Work in IT
• Forbes® 2024 America’s Best Large Employers
• Forbes® 2023 The Best Employers for New Grads
• Fortune Best Workplaces for Millennials™ 2023   
• Fortune Best Workplaces for Women ™ 2023       
• Fortune 100 Best Companies to Work For® 2024
• Military Times 2023 Best for Vets Employers
• Newsweek Most Loved Workplaces 
• Ripplematch Campus Forward Award - Excellence in Early Career Hiring
• Yello and WayUp Top 100 Internship Programs

Equal 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/Disability

Hybrid Workplace: Navy Federal Credit Union is a hybrid workplace, and details will be discussed during your interview process.

Disclaimers: 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 position.

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