Overview
To supervise daily operations of NFFG registered and non-registered staff at Navy Federal, remote and telework locations who provide administrative, logistical, and marketing support for Navy Federal Financial Group (NFFG). To plan, develop and monitor operations to ensure process efficiencies, staff effectiveness and prevent/reduce financial risk while meeting compliance to regulatory standards. This position will supervise the phone/chat team assisting members who utilize the Digital Investor Platform.
Responsibilities
- Refine, clarify, document, and communicate staff's role and responsibilities with and between Navy Federal branch office managers, partners and NFFG units
- Review, approve and monitor daily transaction and settlements for securities and insurance from multiple external entities and in accordance with federal, state, self-regulatory body regulation and firm policy
- Communicate new information and revisions in policy and procedures to field and section staff using various communications channels
- Coordinate with NFFG training group on initial and ongoing team training to include but not limited to regulatory documents, Brokerage Operations Policies and Procedures manual, computer application, NFCU/NFFG Grams, office instructions, and brochures
- Maintain knowledge of new corporate initiatives and investment services industry developments; disseminate pertinent information about new projects to team members
- Maintain, apply, and communicate advanced knowledge of regulations and practices Build collaborative relationships and ensure effective and productive working relationships with branch management, vendors and ETS staff to support other business activities and share information
- Gather and prepare data for various financial, compliance and internal reports
- Develop reports summarizing performance results, skills assessments, and training needs Perform supervisory duties:
- Select employees, prepare, and conduct performance appraisals, coach, and counsel staff, and oversee employee training and development
- Sets staff priorities, schedules, reviews, and monitors work to ensure timely achievement of objectives, standards, and priorities
- Ensure compliance with all applicable statutory requirements, policies, procedures, rules, regulations, Navy Federal values, etc.
- Practice effective pay and rewards management in accordance with specified Navy Federal objectives and guidelines
- Recommend equipment and staffing needs for inclusion in Annual Financial Plan (AFP)
- Ensure continuing skills development, mentoring and retention of staff
- Perform other related duties as assigned or appropriate
Qualifications
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.
Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.
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.
