POSITION: MSR — Member Service Representative (Full-time) in Jackson County, MS and Mobile, AL

DESCRIPTION OF DUTIES:  Assist members with a wide variety of services and advise as to how best utilize company products and services in order to meet personal financial goals and provide the highest quality customer service; open various new accounts, process necessary information and educate the customers as to services/products available as a result; assist with wide variety of members services; maintain Safe Deposit Boxes; assist members with checkbooks, process credit card/loan applications for members, manages outgoing wires, solve fraud issues, notary, close accounts and basic shared branching transactions; balancing cash dispense and ATM machine; and must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

EXPERIENCE:  Six months to two years of similar or related experience, including time spent in preparatory positions.

EDUCATION:  High school degree or GED required.

SPECIFIC SKILLS:  Courtesy, tact, and diplomacy are essential elements of the job; work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.

GENERAL REQUIREMENTS:  Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs.; Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator; Must be able to routinely perform work on computer for an average of 6-8 hours per day; Must be able to work extended hours whenever required or requested by management; Must be capable of regular, reliable and timely attendance; Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team; Must be able to read and carry out various written instructions and follow oral instructions; Must be able to speak clearly and deliver information in a logical and understandable sequence; Must be able to perform basic financial calculations with accuracy; Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public; Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace; and Must be capable of exercising highest level of discretion on confidential matters.

Navigator Credit Union offers a competitive salary and comprehensive benefit package.  Applicants should mail a resume to Navigator Credit Union, Human Resources, ATTN:  Member Service Rep., PO Box 1647, Pascagoula, MS 39568 or email jlee@navigatorcu.org

POSITION: Member Service Center Representative (Full-time)

DESCRIPTION OF DUTIES: To assist members and potential members with their credit union needs; explain services, respond to problems and direct members to appropriate personnel; assist members with N Touch Web/Audio Home Banking, reply to PSCU/CUScripter escalated emails in a timely manner; duties also include cross-selling, perform basic teller transactions, accurate record keeping and serving as a liaison between members and NCU personnel; perform other duties as assigned. Must be a problem solver and direct members to appropriate personnel, must have knowledge of Navigator Credit Union products and services, must protect member’s privacy and work every other Saturday or as needed.

EXPERIENCE:  Six months to two years of similar or related experience recommended.

EDUCATION:  Equivalent to a high school education.

SPECIFIC SKILLS: To provide accurate, courteous, friendly, timely and professional service to every person calling Navigator Credit Union; to answer telephone calls within three rings and handle 2000+ calls per month; to be able to operate general office machines, including personal computers and calculators. Must be able to communicate well with others, be dependable and prompt, and must be a problem solver.

GENERAL REQUIREMENTS: Must possess courtesy, tact and diplomacy skills while working one-on-one with callers when giving information that may require assistance and discussion. Must possess a sales attitude to be able to effectively cross-sell to members.  

Navigator Credit Union offers a competitive salary and comprehensive benefit package.  Applicants should mail a resume to Navigator Credit Union, Human Resources, ATTN:  Member Service Center Rep., PO Box 1647, Pascagoula, MS 39568 or email jlee@navigatorcu.org

POSITION: Licensed Sales Assistant (Full-time) Moss Point, MS

DEPARTMENT: Navigator Wealth Management Services (Moss Point)

 

DESCRIPTION OF DUTIES: Improve efficiency and productivity of existing CUNA Brokerage Services Representative; Attain necessary training and licensing at state level and FINRA level; Assist rep with member servicing (address changes, questions on account, account changes, trade executions); Screen calls and appointments for rep to handle member questions and servicing issues Sales Assistant is qualified to handle. Be a second source for members; Complete mutual fund trade tickets, place trades, and monitor for settlement; Process paperwork for annuities and life insurance products; Review all submitted paperwork for accuracy and completeness before submission. Follow up with rep, member, or home office to obtain necessary documentation; Set up brokerage accounts and monitor trade activity for accuracy; Establish and maintain member files to meet compliance requirements; Assist in marketing mailings, branch promotions and seminars; Run illustrations, assist in fund performance research, and prepare member presentations for rep; Monitor rep’s office for any marketing material, office supply, or compliance material needs; Present and train staff at branch meetings

 

REQUIREMENTS

 

EXPERIENCE:  Two to five years of similar or related experience, including time spent in preparatory positions.

 

EDUCATION:    A two-year college degree is required. An Associate or Bachelor degree in finance, accounting, marketing or general business preferred.

 

SPECIFIC SKILLS: Working knowledge of web based and PC based programs; Must be able to operate technical software programs; Experience or comfort speaking to small and large groups in a public setting; Must have the capability to comprehend high-level mathematical concepts such as making long term projections using assumed rates of return and present value/future value calculations; Ability to learn advanced IRS tax law rules and general understanding of accounting procedures as they relate to investments; Ability to complete intensive courses of study necessary to obtain necessary state and federal licensing requirements

GENERAL REQUIREMENTS: Due to the expanded duties of Sales Assistants, their role will require a Series 6 or Series 7 registration, Series 66 registration and State Insurance Licensing.  These registrations and licensing must be obtained within 12 months of being in this position.

Navigator Credit Union offers a competitive salary and comprehensive benefit package.  Applicants should mail a resume to Navigator Credit Union, Human Resources, ATTN:  Member Service Center Rep., PO Box 1647, Pascagoula, MS 39568 or email jlee@navigatorcu.org