Relationship Advisor I — In-Branch Banking + Sign-On Bonus

Nuvision Federal; Huntington Beach (CA); Presencial; USD 30.000 - 44.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical

Dental

Vision

Life Insurance

401(k) Matching

Paid Time Off

Training Provided

Tuition Reimbursement

Descripción de la vacante

Nuvision Federal Credit Union in Huntington Beach, CA seeks a Relationship Specialist I (Full Time, Onsite) to manage member transactions, open and maintain accounts, and promote financial products. The role requires basic compliance knowledge and solid cash handling skills in a branch setting.

Responsibilities include processing deposits and withdrawals, issuing cards, and assisting with balance routines. Strong communication and customer service are essential for success in this opportunity.

Formación

• 1 year related branch operations experience.
• Knowledge of BSA, Regulation CC, D, E and other pertinent regulations.
• Comprehensive knowledge of deposit account products and services.
• Basic knowledge of Federal, State and NCUA regulations.
• Proficient in PC use and MS Office applications (Outlook, Word, Excel).
• Excellent verbal/written communication and attention to detail.

Responsabilidades

• Receive and disburse funds, post deposits and loan payments, transfers, money orders, cash advances, and withdrawals.
• Open savings, checking, money market, and CD accounts; issue temporary checks.
• Process plastic card services: temporary cards, re-pinning, ordering new cards.
• Balance cash drawer and handle daily accounting tasks; assist with compliance training.
• Cross-sell products and services, including investment and loan options.

Conocimientos

Customer service

Attention to detail

Communication

Problem solving

MS Office

Educación

High School diploma or equivalent

Herramientas

Outlook

Word

Excel

SharePoint

10-key

PC operations

Descripción del empleo

Nuvision Federal Credit Union in Huntington Beach, CA seeks a Relationship Specialist I (Full Time, Onsite) to manage member transactions, open and maintain accounts, and promote financial products. The role requires basic compliance knowledge and solid cash handling skills in a branch setting.

Responsibilities include processing deposits and withdrawals, issuing cards, and assisting with balance routines. Strong communication and customer service are essential for success in this opportunity.