Careers at Navigator
At Navigator, our team members strive to provide the best financial solutions for our members every day. We are currently accepting applications for the following positions. Interested applicants who meet the requirements described below may submit resumes to: email@example.com:
POSITIONS: Licensed Sales Assistant (Full-time)
DEPARTMENT: NCU Wealth Management (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.
EXPERIENCE: Three to five years’ experience in financial industry.
EDUCATION: Minimum Two-year Associate or Bachelor college 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: Persons in the position of a Licensed Sales Assistant will be able to perform the same responsibilities of a Coordinator in conjunction with the coordinator or in their own capacity but will also perform expanded duties at the direction of the Representative. Due to the expanded duties of Sales Assistants, their role will require a Series 7 registration, Series 66 registration and State Insurance Licensing.
POSITION: System Specialist I (Full-time)
DEPARTMENT: Information Technology
DESCRIPTION OF DUTIES: Providing first level support for the IT Help Desk Monday – Friday from 8:30am until 5:00pm, select Saturdays from 7:30am until 1:30pm, and rotating after hours support with other IT staff. First level support includes, but is not limited to, assisting Navigator employees in resolving basic hardware and software issues; assigning in the development and maintenance of internal departmental documentation and procedures; monitoring vital system logs on a daily basis; maintaining inventory of all necessary IT related equipment; learning additional network or programming duties by attending specialized training; as well as performing other duties as assigned.
EXPERIENCE: Six months to two years of similar or related experience recommended.
EDUCATION: College background in IT area or related experience
SPECIFIC SKILLS: Provide accurate, courteous, friendly, timely and professional service to employees and vendors of Navigator Credit Union; knowledge of personal computers to include Microsoft software products as well as basic computer hardware; some basic knowledge of bookkeeping and accounting principles; and strong problem solving skills and attention to detail.
GENERAL REQUIREMENTS: Must be able to lift a minimum of 25 pounds while moving IT equipment. Job may require special hours such as upgrades, special projects, and some holidays. Must be willing to travel, as the job may require offsite training and IT testing. Must possess professional, interpersonal skills to communicate information, both oral and written, courteously and effectively to other credit union employees and vendors.
Equal Opportunity Employer:
Navigator Credit Union is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability or veteran status. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. The company is pleased to provide such assistance, and no applicant will be penalized as a result of such a request.