Relationship Advisor II — Member Growth & Solutions

Nuvision Federal Credit Union; California; On-site; USD 55,000 - 90,000; Full time

Job summary

Nuvision Federal Credit Union is seeking a Relationship Manager II to consult with members, identify financial needs, and refer appropriate products and solutions. You will handle a broad set of deposit and loan accounts, including HELOCs, and ensure timely, accurate processing while contributing to hitting service and revenue goals.

The RM II will mentor staff, profile member accounts to tailor solutions, and report suspicious activity.

Qualifications

• 18 months financial institution experience with loan experience.
• Strong knowledge of deposit and loan products (Trust, IRA, certificates, loans/APPRO – loans decisioning system).
• Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel
• Excellent verbal and written communication skills in person and over the phone
• Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs
• Member service and organizational skills
• Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature
• Willingness to make a difference

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.
• Inputs, processes, and funds all consumer and small business loan types: Closed-end Signature, LOC, VISA, Automobile, Personal, Toy, RV, HELOCS, Small Business and Other Secured. Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members.
• Calls on various call reports to garnish more business. This can be done during the work day and during scheduled call nights throughout the month.
• Performs various RM duties including but not limited to: Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA. Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, and Certificate of Trust. Recommends other products and services as appropriate from having conversations that matter with members.
• Performs a wide variety of account maintenance including but not limited to: changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services.
• Assists with leadership functions in the absence of branch management and also with coaching teller line.
• Makes observations and suggests alternative methods of profiling member accounts.
• 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.
• Other related duties as assigned.
• Maintains member and other sensitive information with confidentiality.
• Treats all team members and members with respect.

Skills

Financial services experience

Loan experience

Client consultation

Verbal communication

Written communication

Customer service

Interpersonal skills

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Nuvision Federal Credit Union is seeking a Relationship Manager II to consult with members, identify financial needs, and refer appropriate products and solutions. You will handle a broad set of deposit and loan accounts, including HELOCs, and ensure timely, accurate processing while contributing to hitting service and revenue goals.

The RM II will mentor staff, profile member accounts to tailor solutions, and report suspicious activity.