Financial Presentation Specialist (Full-Time) – MCRD Parris Island Position Available In [Unknown county], South Carolina

Tallo's Job Summary: The Financial Presentation Specialist (Full-Time) position at MCRD Parris Island involves supporting senior staff in delivering presentations to recruits about Navy Federal Credit Union membership and its range of products and services. Responsibilities include presenting to recruits, preparing membership packets, handling account information, and assisting with digital services. The job offers a salary range of $19.38 - $22.50 per hour and requires on-site work at MCRD Parris Island.

Company:
Navy Federal Credit Union
Salary:
$43555
JobFull-timeOnsite

Job Description

Financial Presentation Specialist (Full-Time) – MCRD Parris Island
SC, United States (On-site)
Job Description
Support senior staff in executing recruit membership presentations regarding Navy Federal Credit Union membership; provide an overview of a full range of products and services including depository accounts, lending products and credit/debit cards. Work with senior staff to develop presentation proficiency; may present to small groups on specific products or services or larger groups under guidance from senior staff. Work is performed under direct supervision.
Responsibilities
Support senior staff in delivering comprehensive presentations to recruits during recruit training and in-processing
Present to recruits on Navy Federal’s digital channels and assist in establishing digital services to include Navy Federal Online and Mobile Banking
Prepare membership packets, collect and edit account information, open accounts, establish direct deposits, and process credit card applications and certificates
Respond to basic inquiries regarding Navy Federal products, services, and membership eligibility
Identify and coordinate resolution of issues that occur during membership activities (e.g., automated systems and vendor supply problems)
Support branch financial briefs and member acquisition events
Perform moderately complex platform banking functions to include new account opening, digital services, credit card and basic consumer loan applications and debit card servicing
Understand member needs, provide quality service, and respond quickly and accurately to member requests for information
Counsel current and prospective members about Navy Federal’s products and services
Ensure cash and other negotiable instruments are handled properly
Identify patterns of activity indicating possible fraud or account abuse
Understand and comply with federal and other regulations relating to financial products and services
Develop knowledge of Navy Federal products/services, security updates, fraud alerts, policies, procedures, marketing initiatives, etc.
Provide functional/operational support to the branch/region as dictated by workload and business need
Perform other duties as assigned
Qualifications
Working knowledge of savings products, checking products, accounts and services
Familiarity with cross servicing techniques and member engagement methods
Desired Qualifications
Experience with public speaking in a professional and/or corporate setting
Experience in training or adult education
Experience in member/customer service positions, preferably in a call center, retail banking or financial institution

Hours:

Available Monday –

Saturday:

hours based on business needs.

Location:

Building 202 Blvd DeFrance, MCRD Parris Island, South Carolina 29905
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.

Advanced knowledge of Navy Federal’s functions, philosophy, operations and organizational objectives
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
24839
Job Category
Branch Operations
Posting Date
05/06/2025, 10:30 AM
Apply Before
05/20/2025, 09:59 PM
Degree Level
No Formal Education
Job Schedule
Full time
Job Shift
Shift Work
Locations
MCRD Parris Island SC
(On-site)
Salary Range
$19.38 – $22.50 hourly
MCRD Parris Island SC

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