Business Advisor Specialist

Overview

To provide basic business consulting services to assist members and non-members with identifying their business lending goals and objectives. Aids in promoting Navy Federal Business Solutions products and services. Understanding of appropriate lending products, deposit, Treasury Management and investment products and services to achieve the members' goals. Manages smaller dollar volume and loan transactions.

Responsibilities

• Provide basic consultative services primarily via inbound and outbound calls to understand the members' financial needs and goals
• Assist members with loan application processing and documentation
• Provide basic information and guidance on loan products and services aligned to members' goals
• Conduct preliminary assessments of loan eligibility
• Establish, maintain, and develop business relationships with members and internal / external sources
• Maintain consistent, systematic, and reliable records and contact history information on each member interaction and loan applications
• Develop relationships, understand member needs, and provide unparalleled quality service while quickly and accurately responding to basic member requests
• Collaborate with senior advisors to resolve member inquiries
• Ensure compliance with regulatory requirements and Navy Federal policies and procedures
• Develop and maintain knowledge of Navy Federal's field of membership and loan products & services
• Represent Navy Federal with a positive and professional demeanor and contribute to a performance focused and team-oriented workplace

Qualifications

Hours : Monday - Friday, 8 : 00AM - 4 : 30PM

Location : 5510 Heritage Oaks Drive, Pensacola, FL 32526

About Us

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.

Our approach to careers is simple yet powerful : Make our mission your passion.

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Equal Employment Opportunity : All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.

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. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.

Protect Yourself from Job Scams : Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.

Bank Secrecy Act : Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.