Relationship Advisor II — Banking & Loans

Nuvision Federal Credit Union; Long Beach (CA); On-site; USD 46,697 - 70,075; 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 Southern California seeks a Relationship Specialist II to support branch operations and deliver exceptional member service. You will open accounts, process loans, disburse funds and guide members to the right solutions both in person and by phone.

The role requires strong communication, accuracy, and compliance with federal and credit union regulations. Sign-on bonuses apply for eligible external applicants and ongoing training is provided.

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)
• 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

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 garnish more business throughout the workday and during scheduled call nights throughout the month.
• Performs various job duties including but not limited to: Escorting member’s to appropriate destinations for the appropriate resolution, receiving and disbursing funds, opening new accounts/sub-shares, and originating loans.
• As needed, inputs, processes and funds consumer loan types such as Closed-end Signature and VISA.
• Performs a wide variety of account maintenance including issuing/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 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.

Skills

Verbal communication

Written communication

Problem solving

Attention to detail

Microsoft Office

Customer service

Education

NMLS Registered

Compliance coursework completed

Notary preferred

Tools

Loans PQ

Microsoft Office Suite

Job description

Nuvision Federal Credit Union in Southern California seeks a Relationship Specialist II to support branch operations and deliver exceptional member service. You will open accounts, process loans, disburse funds and guide members to the right solutions both in person and by phone.

The role requires strong communication, accuracy, and compliance with federal and credit union regulations. Sign-on bonuses apply for eligible external applicants and ongoing training is provided.