Member Experience & Financial Solutions Specialist

Nuvision Federal; Juneau (AK); On-site; USD 33,062 - 49,593; Full time

Benefits offered by this job

Medical

Vision

Life Insurance

Flexible Spending Account

401(k) Matching

Paid Time Off

Training Provided

Tuition Reimbursement

Job summary

Nuvision Federal Credit Union in Juneau, Alaska is hiring a Relationship Specialist II to serve members in-person or by phone, handling accounts, loans, and cash transactions while promoting appropriate products and services. The RS II supports branch operations and strives to meet performance targets with confidentiality and professional conduct.

The role requires 1 year in a similar role with loan experience, knowledge of regulations, and strong customer service and sales skills.

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.

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 garner 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.
• Inputs, processes and funds consumer loan types such as Closed-end Signature and VISA.
• Issues/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 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.

Skills

Customer service

Sales ability

Communication skills

Problem solving

Microsoft Office

Education

NMLS Registered

Compliance coursework completed

Tools

Loans PQ system

PC literacy

Job description

Nuvision Federal Credit Union in Juneau, Alaska is hiring a Relationship Specialist II to serve members in-person or by phone, handling accounts, loans, and cash transactions while promoting appropriate products and services. The RS II supports branch operations and strives to meet performance targets with confidentiality and professional conduct.

The role requires 1 year in a similar role with loan experience, knowledge of regulations, and strong customer service and sales skills.