Beverly Hills - Relationship Manager 1 - Full Time - Onsite (So.CA)

Nuvision Federal; Beverly Hills (CA); Hybrid; USD 3,094,000 - 4,641,000; Full time

Benefits offered by this job

Sign-on bonus for external applicants

Job summary

Nuvision Federal Credit Union in Beverly Hills, CA seeks a Relationship Manager I to consult with members, identify financial needs, and guide them to the right solutions. The role covers opening/maintaining accounts, processing deposits/loans, and ensuring accurate transactions.

A focus on member experience and professional communication is essential. The RM I will report to the branch team, support fraud awareness, and participate in events and training while delivering trusted financial

Qualifications

• 12 months experience in a similar position with loan experience and meeting performance goals.
• Working knowledge of deposit/loan products.
• Proven ability to garner business and cross-sell.
• Proficiency with PC operations and MS Office suite.

Responsibilities

• Process and fund consumer loan types including deposits and loans.
• Consult with members, identify needs and follow up on transactions.
• Reach out to customers to generate additional business during calls.
• Open and maintain member accounts and process required forms.
• Maintain confidentiality and provide professional member service.

Skills

Customer service

Loan products

Interpersonal skills

MS Office

Education

HS Diploma

Tools

Microsoft Outlook

Microsoft Excel

Microsoft Word

Job description

Beverly Hills - Relationship Manager 1 - Full Time - Onsite (So.CA)

Nuvision Federal Credit Union - Beverly Hills, 9298 W 3rd St, Beverly Hills, California, United States of America

Job Description

Posted Friday, August 28, 2026 at 7:00 AM

We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today! Let us be part of your career journey!

Sign-on bonus available for eligible external applicants!

The Relationship Manager I (RM I) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactions. Meeting and exceeding performance goals and revenue targets will be part of their Minimum Performance Standards. It will also be their responsibility to identify and report any suspicious behavior or suspected fraud activity. The RM I position performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. All transactions are expected to be accurate and completed in a timely manner in order to ensure that Credit Union Member Service goals are achieved. The RM I position profiles the member’s account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, and car buying service. 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:

• Inputs, processes and funds all consumer loan types: Closed-end Signature, LOC, VISA, Automobile, Personal, Toy, RV, HELOCS and Other Secured. Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members.
• 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. This can be done during the workday 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, Certificate of Trust, etc. 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.
• 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.
• Other related duties as assigned
• Maintains member and other sensitive information with confidentiality.
• Treats all team members and members with respect.
• Represents the Credit Union in a positive and professional manner.

Qualifications:

• 12 months experience in a similar position having prior loan experience and reaching service and performance goals.
• Working knowledge of deposit/ loan products (Trust, IRA, certificates, loans/Loans PQ – loans decisions 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
• Member service and organizational skills
• Good interpersonal skills with the ability to effectively listen, understand, and anticipate member needs
• Willingness to make a difference
• Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature
• Personable and professional
• Good verbal and written communication skills in person and over the phone

Education: High school Diploma or Equivalent

Website:nuvisionfederal.com/careers

Pay scale by applicable geographic work location:

• Southern California: Min $22.46 - Mid $28.07 - Max $33.69

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.

Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future.

Nuvision Credit Union is proud to be an Equal Opportunity Employer. At Nuvision Credit Union, we provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Nuvision Credit Union is committed to providing equal employment opportunities to all individuals, including those with disabilities. If you require a reasonable accommodation to complete the application or interview process, please contact our recruiting team [e-mail] . We will work with you to meet your needs in accordance with applicable laws.

Nuvision Federal Credit Union - Beverly Hills, 9298 W 3rd St, Beverly Hills, California, United States of America