Job Description

Research and fulfill requests and inquiries for copies of financial documents received from members, external financial institutions and internal business areas campus wide as well as branch offices worldwide. Works with close supervision and under clearly defined procedures.

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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• RippleMatch Recruiting Choice Award
• Yello and WayUp Top 100 Internship Programs

From Fortune. ©2024 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 race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected Veteran.

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.

• Ability to work independently and in a team environment
• Ability to maintain confidentiality and demonstrate integrity
• Basic clerical, technical and administrative skills
• Effective verbal, written and interpersonal communication skills.
• Basic research, analytical and problem solving skills
• Basic database and software skills
• Basic organizational, planning and time management skills
• Effective skill maintaining accuracy with attention to detail and meeting deadlines
• Basic skill exercising initiative and using good judgement to make sound decisions

Desired Qualifications

• Working knowledge of Navy Federal products, services, programs, policies and procedures
• Knowledge of negotiable instruments

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

Location: 141 Security Drive Winchester, VA 22602 

• Perform daily request distribution tasks such as researching, printing, packaging and delivering requested items upon fulfillment with a high level of accuracy
• Research member account information to confirm destination of requested mail and accuracy of documents produced by the automated system
• Research check and statement transactions using corresponding transaction reports and systems in accordance with specified service level agreements for various business units (e.g., Security, Contact Center, Mortgage, Credit Cards, Account Services, Branch Operations, Data Control, Savings and Membership, etc.)
• Reference multiple databases, systems and image retrieval systems to acquire and distribute imaged documents electronically and in paper form to members and internal and external customers
• Research, process and distribute exception items such as rejected, back-office and missing items from existing image repositories to requesting parties
• Provide support to higher level specialists by performing job duties such as mail delivery and document printing
• Establish and meet deadlines for Security request fulfillments to ensure Security personnel can comply with and respond to subpoenas and court orders by their due dates
• Perform inventory of distribution supplies
• Stay abreast of disruptions and issues that may impact distribution requests
• Perform other duties as assigned