Abbott - Relationship Specialist 2 - Full Time - Onsite (AK) jobs in United States
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Nuvision Federal Credit Union · 2 months ago

Abbott - Relationship Specialist 2 - Full Time - Onsite (AK)

Nuvision Federal Credit Union is dedicated to providing tailored financial solutions to its members. The Relationship Specialist II (RS II) plays a crucial role in delivering exceptional member service through various responsibilities such as opening accounts, processing loans, and ensuring accurate transaction handling, all while maintaining a focus on member experience and operational support.

Banking
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Responsibilities

Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions
Holds conversations that matter with members either in person or over the phone
Calls on various call reports to garnish more business throughout the workday and during scheduled call nights throughout the month
Performs various job duties including but not limited to: Escorting members to appropriate destinations for the appropriate resolution, receiving and disbursing funds, opening new accounts/sub-shares, and originating loans. As needed, inputs, processes and funds consumer loan types such as Closed-end Signature and VISA
Performs a wide variety of account maintenance including issuing/re-pinning ATM/Debit Cards, changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts, notary services and issuing Cashier’s Checks
Recommends and refers appropriate products and services including Mortgage, Investment Services, and Autoland from having conversations that matter with members
Ensures the branch is in balance including the TCR
Identifies and reports any suspicious behavior or suspected fraud activity
Completes all required training and compliance modules
Supports and participates in continuous improvement activities and Credit Union events such as: Car Sales, Open House and Open Enrollments contributing to the achievement of organizational objectives as well as department and individual goals
Represents the Credit Union in a positive and professional manner
Maintains member and other sensitive information with confidentiality
Treats all team members and members with respect
Other related duties as assigned

Qualification

Loan experienceRegulationsMember serviceMicrosoft applicationsAttention to detailEmpathetic natureVerbal communicationProblem solvingOrganizational skills

Required

1 year experience in a similar position and prior loan experience and reaching service and performance goals
Knowledge of all applicable Federal, State and NCUA regulations, including but not limited to BSA, Regulation CC, Regulation D and Regulation E
Comprehensive knowledge of all deposit account products and all services
Working knowledge of loan products and associated system(s) (Loans PQ – loans decisioning system)
Proven ability to garner business
Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature
Capable of working under pressure and with frequent interruptions
Proficient in the operations of a PC and Microsoft applications including Outlook, Word and Excel
Good verbal communication (in-person and over the phone), written communication, problem solving, member service, and organizational skills
Attention to detail
Successful completion of all compliance related coursework
NMLS Registered

Preferred

Notary preferred

Benefits

Medical
Dental
Vision
Life Insurance
Flexible Spending Account
401(k) Matching
Paid Time Off
Training Provided
Tuition Reimbursement

Company

Nuvision Federal Credit Union

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Our Nuvision team is honored to serve our 150,000 plus members and provide exceptional service, best-in-class products, and great member experiences.

Funding

Current Stage
Growth Stage

Leadership Team

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Roger Ballard
Chief Executive Officer
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Barbara A. Barry
Chief Experience Officer
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Company data provided by crunchbase