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

• Associate's Degree in Finance, Economics, Business Administration, or related field, or the equivalent combination of education, training and experience
• Experience working in a customer-facing role, preferably for a large financial services organization
• Basic skill building effective relationships through rapport, trust, diplomacy and tact
• Effective skill managing multiple priorities independently and/or in a team environment to achieve goals
• Effective research, analytical, and problem-solving skills
• Basic skill applying lending principles, financial practices, and evaluation of creditworthiness to make sound credit decisions
• Basic knowledge of Navy Federal loan programs, products, services and financing options
• Basic skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
• Effective skill exercising initiative and using good judgment to make sound decisions
• Effective research, analytical, and problem-solving skills
• Effective verbal and written communication skills
• Basic skill actively guiding members through interactions to reduce member effort and enhance member loyalty

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

Location: 5510 Heritage Oaks Drive, Pensacola, FL 32526

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