Member Experience RM II — Consult, Grow & Lead

Nuvision Federal Credit Union; Pleasanton (CA); On-site; USD 39,000 - 58,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Flexible Spending Account

401(k) Matching

Paid Time Off

Training Provided

Tuition Reimbursement

Job summary

Nuvision Federal Credit Union in Pleasanton, CA seeks a Relationship Manager II to consult with members, identify needs, recommend products, and follow up on transactions. The role emphasizes member experience and meeting performance targets.

You will handle deposits and loans, including HELOCS, process accounts, and assist with coaching staff. Notary and compliance training are required; NMLS registration preferred. A collaborative, professional demeanor is essential.

Qualifications

• 18 months financial institution experience with loan knowledge and reaching service and performance goals.
• Strong knowledge of deposit and loan products (Trust, IRA, certificates, loans).
• Proven ability to garner business.
• Excellent verbal and written communication skills in person and over the phone.
• Coaching/mentoring skills.
• Notary and NMLS registered.
• Completion of compliance training.

Responsibilities

• Consults with members to identify needs, offer solutions, and follow up on pending transactions.
• Inputs, processes, and funds all consumer and small business loan types and recommends other products from member conversations.
• Performs RM duties including opening new member accounts and various maintenance tasks.
• Assists with leadership functions and coaching teller line when needed.
• Identifies and reports suspicious behavior or suspected fraud.

Skills

Member service

Verbal & written communication

Interpersonal skills

Coaching/mentoring

Notary

NMLS registered

Education

High School or Equivalent

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Nuvision Federal Credit Union in Pleasanton, CA seeks a Relationship Manager II to consult with members, identify needs, recommend products, and follow up on transactions. The role emphasizes member experience and meeting performance targets.

You will handle deposits and loans, including HELOCS, process accounts, and assist with coaching staff. Notary and compliance training are required; NMLS registration preferred. A collaborative, professional demeanor is essential.