Collaborate with others to plan and design courses and curricula; ensure accuracy of content and test multimedia elements Conduct needs assessment on request from business unit management to provide customized training or individual guidance to improve and develop performance Create reference and support tools that reinforce training Develop and enhance training content a

Administer and document basic account activity and execution per NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of new offerings Develop a beginning pipeline of internal/external referral sources in compliance with Navy Federal policies and procedure

Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities