Business Advisor Specialist
Yesterday• Pensacola, FL
Overview
To provide basic business consulting services to assist members and non-members with identifying their business lending goals and objectives. Aids in promoting Navy Federal Business Solutions products and services. Understanding of appropriate lending products, deposit, Treasury Management and investment products and services to achieve the members' goals. Manages smaller dollar volume and loan transactions.
Responsibilities
- Provide basic consultative services primarily via inbound and outbound calls to understand the members' financial needs and goals
- Assist members with loan application processing and documentation
- Provide basic information and guidance on loan products and services aligned to members' goals
- Conduct preliminary assessments of loan eligibility
- Establish, maintain, and develop business relationships with members and internal/external sources
- Maintain consistent, systematic, and reliable records and contact history information on each member interaction and loan applications
- Develop relationships, understand member needs, and provide unparalleled quality service while quickly and accurately responding to basic member requests
- Collaborate with senior advisors to resolve member inquiries
- Ensure compliance with regulatory requirements and Navy Federal policies and procedures
- Develop and maintain knowledge of Navy Federal's field of membership and loan products & services
- Represent Navy Federal with a positive and professional demeanor and contribute to a performance focused and team-oriented workplace
Qualifications
- Associate's Degree in Finance, Economics, Business Administration, or related field, or the equivalent combination of education, training and experience
- Experience working in a customer-facing role, preferably for a large financial services organization
- Basic skill building effective relationships through rapport, trust, diplomacy and tact
- Effective skill managing multiple priorities independently and/or in a team environment to achieve goals
- Effective research, analytical, and problem-solving skills
- Basic skill applying lending principles, financial practices, and evaluation of creditworthiness to make sound credit decisions
- Basic knowledge of Navy Federal loan programs, products, services and financing options
- Basic skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
- Effective skill exercising initiative and using good judgment to make sound decisions
- Effective research, analytical, and problem-solving skills
- Effective verbal and written communication skills
- Basic skill actively guiding members through interactions to reduce member effort and enhance member loyalty
Want more jobs like this?
Get jobs in Pensacola, FL delivered to your inbox every week.
Hours: Monday - Friday, 8:00AM - 4:30PM
Location: 5510 Heritage Oaks Drive, Pensacola, FL 32526
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.
• Fortune 100 Best Companies to Work For 2025
• Yello and WayUp Top 100 Internship Programs
• Computerworld® Best Places to Work in IT
• Newsweek Most Loved Workplaces
• Fortune Best Workplaces for Women ™ 2024
• 2025 PEOPLE® Companies That Care
• Newsweek Most Trustworthy Companies in America
• Military Times 2024 Best for Vets Employers
• Best Companies for Latinos to Work for 2025
• Forbes® 2025 America's Best Large Employers
• Forbes® 2025 America's Best Employers for New Grads
• Forbes® 2025 America's Best Employers for Tech Workers
• 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
• Military.com Top Military Spouse Employers 2025
• 2025 Handshake Early Talent Award
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.
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. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Client-provided location(s): Pensacola, FL
Job ID: Navy_Federal_Credit_Union-27877
Employment Type: FULL_TIME
Posted: 2025-12-05T18:54:58
Perks and Benefits
Health and Wellness
- Health Insurance
- Health Reimbursement Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- HSA
- Fitness Subsidies
- On-Site Gym
- FSA With Employer Contribution
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Adoption Leave
- Adoption Assistance Program
Work Flexibility
- Flexible Work Hours
- Remote Work Opportunities
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Casual Dress
- Company Outings
- On-Site Cafeteria
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
- Volunteer Time Off
Financial and Retirement
- 401(K)
- 401(K) With Company Matching
- Pension
- Performance Bonus
- Relocation Assistance
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Learning and Development Stipend
- Promote From Within
- Shadowing Opportunities
- Access to Online Courses
- Lunch and Learns
- Internship Program
- Leadership Training Program
- Associate or Rotational Training Program
- Mentor Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
Company Videos
Hear directly from employees about what it is like to work at Navy Federal Credit Union.