Banking Concierge & Relationship Specialist

Clear Destination Inc.; Cheyenne (WY); Hybrid; USD 27,000 - 40,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

401(k) Matching

Paid Time Off

Tuition Reimbursement

Training Provided

Job summary

Nuvision Federal Credit Union seeks a Relationship Specialist II to deliver comprehensive member service across in-person and phone channels. The role includes opening accounts, handling cash, loan origination, notary and card services, and cross-selling Mortgage and Investment products.

It emphasizes accuracy, confidentiality, and adherence to regulations. The RS II focuses on member experience, provides operational support, and maintains professional conduct while meeting performance targets.

Qualifications

• 1 year experience in a similar position and prior loan experience and reaching service and performance goals
• Knowledge of applicable Federal, State and NCUA regulations including BSA, Reg CC, Reg D and Reg E
• Comprehensive knowledge of all deposit account products and all services
• Working knowledge of loan products and related systems (Loans PQ)
• Proven ability to garner business
• Empathetic and caring by Conversations that Matter
• Capable of working under pressure with frequent interruptions
• Proficient in PC operations and Microsoft applications including Outlook, Word and Excel
• Strong verbal and written communication, problem solving and organizational skills
• Attention to detail

Responsibilities

• Consults with members, identifies needs, offers solutions and follows up on transactions
• Escort members to destinations for resolution; handle cash and accounts and loan origination
• Maintain accounts: changes, add/remove owners, beneficiaries, and notary services; issue cashier's checks
• Refer Mortgage, Investments, and Autoland products as appropriate
• Ensure branch balance and manage transactions per procedures
• Identify and report suspicious behavior or suspected fraud
• Complete required training and compliance modules
• Support continuous improvement activities and Credit Union events
• Represent the Credit Union professionally and maintain confidentiality
• Treat teammates and members with respect; perform other related duties

Skills

Customer service

Communication

Detail oriented

Problem solving

Organizational skills

Education

NMLS Registered

Notary preferred

Tools

Outlook

Word

Excel

Job description

Sign-on bonus available for eligible external applicants!Contact us today to learn more!

The Relationship Specialist II (RS II) is a universal role that encompasses various duties and responsibilities of a concierge, RS I, ITM Rep and Relationship Manager I in order to serve our members as needed in-person or over the phone to sustain and support branch operations. Under general supervision, they will guide members to the proper destination for the appropriate resolution or assist them directly. The RS II performs a wide variety of job duties including, opening new accounts/sub-shares, receiving and disbursing cash, plastic card services, originating and processing loan applications, and referring Mortgage, Investments, and Autoland. The RS II also performs wide variety of account maintenance and transactions. Meeting and exceeding performance goals and revenue targets will be part of the RS II Minimum Performance Standards. The RS II ensures member transactions are processed in an accurate and timely manner to achieve the Credit Union’s member service objectives. The RS II is also responsible for providing operational support and exceptional member service while maintaining controls and safeguards. This role’s primary focus is the member experience and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members. They must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy.

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.

Qualifications:

• 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.

Education:

• Successful completion of all compliance related coursework
• NMLS Registered
• Notary preferred

Website: nuvisionfederal.com/career

Pay scale by applicable geographic work location:

• Wyoming: Min$19.36 - Mid $24.20 - Max $29.04

The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors.

Benefits:

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