Member Experience & Financial Solutions Specialist

Nuvision Federal Credit Union; Cheyenne (WY); Vor Ort; USD 26.000 - 40.000; Vollzeit

Benefits dieser Stelle

Medical

Dental

Vision

Life Insurance

Flexible Spending Account

401(k) Matching

Paid Time Off

Training Provided

Tuition Reimbursement

Zusammenfassung

Nuvision Federal Credit Union in Cheyenne, WY, is seeking a Relationship Specialist II to assist members in person or by phone, open accounts, process loans, and refer Mortgage, Investments and Autoland services. You will deliver trusted financial guidance while protecting member information and maintaining accurate records.

We value teamwork and a member-centered approach. The RS II role supports branch operations, meets performance targets, and contributes to a positive, professional member

Qualifikationen

• 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.

Aufgaben

• 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.
• Performs various job duties including but not limited to: Escorting members to appropriate destinations for the appropriate resolution, opening new accounts/sub-shares, and originating loans.
• Performs a wide variety of account maintenance including issuing/re-pinning ATM/Debit Cards, changes of address, name changes, adding/updating account set up, joint owners, 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.

Kenntnisse

Customer service

Communication

Problem solving

Attention to detail

Microsoft Office

Sales ability

Ausbildung

NMLS Registered

Notary preferred

Compliance coursework completed

Tools

Loans PQ

Outlook

Word

Excel

Jobbeschreibung

Nuvision Federal Credit Union in Cheyenne, WY, is seeking a Relationship Specialist II to assist members in person or by phone, open accounts, process loans, and refer Mortgage, Investments and Autoland services. You will deliver trusted financial guidance while protecting member information and maintaining accurate records.

We value teamwork and a member-centered approach. The RS II role supports branch operations, meets performance targets, and contributes to a positive, professional member