Personal Finance Support Assistant

Navy Federal Credit UnionPensacola, FL
$20 - $27

About The Position

To provide a variety of administrative support functions in support of the daily operations of the Personal Finance Management Branch. Evaluate and research inquiries from internal/external sources and/or members; respond to, resolve or arrange for resolution. May serve as contact coordinator by handling phone calls, advising members to complete online forms, and/or schedule financial counseling appointments, or refer member to appropriate staff member.

Requirements

  • Must be able to evaluate and research inquiries from internal/external sources and/or members.
  • Must be able to respond to, resolve or arrange for resolution of inquiries.
  • Must be able to serve as a contact coordinator by handling phone calls.
  • Must be able to advise members to complete online forms.
  • Must be able to schedule financial counseling appointments.
  • Must be able to refer members to appropriate staff members.

Responsibilities

  • Provide administrative support for daily operations of the Personal Finance Management Branch.
  • Evaluate and research inquiries from internal/external sources and/or members.
  • Respond to, resolve, or arrange for resolution of member inquiries.
  • Serve as a contact coordinator by handling phone calls.
  • Advise members to complete online forms.
  • Schedule financial counseling appointments.
  • Refer members to appropriate staff members.

Benefits

  • Highly competitive pay
  • Generous benefits and perks
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