Personal Finance Support Assistant Position Available In Escambia, Florida
Tallo's Job Summary: The Personal Finance Support Assistant position based in Pensacola, FL, offers a salary range of $20.15 - $30.92 per hour, with full-time, regular hours. Responsibilities include administrative support, data maintenance, correspondence handling, and serving as a liaison for debt management agencies. Qualifications include organizational skills, confidentiality, and the ability to work independently and in a team environment. Navy Federal Credit Union is the recruiting organization.
Job Description
Personal Finance Support Assistant
Pensacola, FL, United States and 2 more (Hybrid)
TRENDING
Job Description
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.
Responsibilities
Maintain data files, folders, spreadsheets, and related documentation
Monitor, sort, and distribute correspondence, E-mail, incoming mail, faxes, E-messages, and internal oral communication
Identify, investigate, and resolve discrepancies and/or processing issues, including documentation and time-sensitive issues
Monitor, track, and update action items in databases
Complete data entry in automated systems
Gather and prepare data for various reports and projects
Review counseling notes, modification requests and data; take appropriate action
Respond to and process proposals from outside debt management agencies
Act as liaison for outside debt management agencies
Operate and maintain standard office equipment
Maintain inventory, order and stock office materials and supplies
Serve as mentor/trainer, and provide guidance and assistance to team members
Perform other duties as assigned
Qualifications
Experience in performing administrative support functions
Ability to maintain confidentiality
Ability to work independently and in a team environment
Effective clerical, technical or administrative skills
Effective organizational, planning, and time management skills
Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill following, interpreting, and applying guidelines, procedures, practices, and regulations
Effective skill maintaining accuracy with attention to detail and meeting deadlines
Effective skill performing mathematical calculations with a high degree of accuracy
Effective skill communicating with all levels within an organization
Basic research, analytical, and problem solving skills
Effective skill interacting tactfully and effectively in difficult situations
Effective verbal and written communication skills
Effective database, word processing, spreadsheet, and presentation software skills
Desired Qualifications
Working knowledge of NFCU products, services, programs, policies, and procedures
Hours:
Monday – Friday, 10:30AM – 7:00PM CST
Location:
820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602
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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From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
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.
Hybrid Workplace:
Navy Federal Credit Union is a hybrid workplace, and details will be discussed during your interview process.
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.
Bank Secrecy Act:
Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Job Info
Job Identification
24882
Job Category
Member Relations
Posting Date
05/01/2025, 02:11 PM
Apply Before
05/08/2025, 09:59 PM
Degree Level
No Formal Education
Job Schedule
Full time
Job Shift
Regular Hours
Locations
Greater Pensacola Operations
(Hybrid)
Salary Range
$20.15 – $30.92 hourly
Greater Pensacola Operations
