Nuvision Federal Credit Union · 1 day ago
Martinez- Relationship Manager 2 - Full Time - Onsite (No.CA)
Martinez, CA
Full-time
Onsite
Entry, Mid Level
$27.17/hr - $40.75/hr
1+ years expNuvision Federal Credit Union is committed to providing tailored financial solutions to its members. The Relationship Manager II will consult with members to identify their needs, recommend appropriate products, and ensure a positive service experience while meeting performance goals.
Banking
No H1B
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
Inputs, processes, and funds all consumer and small business loan types: Closed-end Signature, LOC, VISA, Automobile, Personal, Toy, RV, HELOCS, Small Business and Other Secured. Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members
Calls on various call reports to garnish more business. This can be done during the work day and during scheduled call nights throughout the month
Performs various RM duties including but not limited to: Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA. Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, and Certificate of Trust. Recommends other products and services as appropriate from having conversations that matter with members
Performs a wide variety of account maintenance including but not limited to: changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services
Assists with leadership functions in the absence of branch management and also with coaching teller line
Makes observations and suggests alternative methods of profiling member accounts
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
Other related duties as assigned
Maintains member and other sensitive information with confidentiality
Treats all team members and members with respect
Qualification
Required
18 months financial institution experience with prior loan experience and reaching service and performance goals
Strong knowledge of deposit / loan products (Trust, IRA, certificates, loans/APPRO – loans decisioning system)
Proven ability to garner business
Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel
Excellent verbal and written communication skills in person and over the phone
Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs
Member service and organizational skills
Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature
Willingness to make a difference
Personable and professional
Coaching/Mentoring skills
Successful completion of all compliance related coursework
Notary
NMLS Registered
Preferred
24 months experience with Nuvision having prior loan experience and currently reaching service and performance goals
Proven ability to generate business while participating in community business development
Coaching/Mentoring experience
Bi-lingual 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
Our Nuvision team is honored to serve our 150,000 plus members and provide exceptional service, best-in-class products, and great member experiences.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Roger Ballard
Chief Executive Officer
Barbara A. Barry
Chief Experience Officer
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