Relationship Manager II — Consult, Grow & Lead (Sign-On Bonus)

Nuvision Federal; Long Beach (CA); On-site; USD 37,000 - 46,000; 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 Southern California seeks a Relationship Manager II to consult with members, identify needs, and follow up on transactions. You will promote Investment Services, Insurance, Mortgages and Auto lending while maintaining exceptional member experience.

You will mentor staff, report suspicious activity, and support leadership in absence of branch management. High school or equivalent and NMLS registration preferred; strong communication and coaching skills are

Qualifications

• 18 months financial institution experience with prior loan experience and reaching service and performance goals.
• Strong knowledge of deposit / loan products (Trust, IRA, certificates, loans/APPRO – loans decisioning system)
• Proven ability to garner business
• 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
• Personable and professional
• Coaching/Mentoring skills
• Successful completion of all compliance related coursework
• Notary
• NMLS Registered

Responsibilities

• Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions.
• 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.
• Calls on various call reports to garnish more business.
• Performs various RM duties including but not limited to: Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA.
• Performs a wide variety of account maintenance including changes of address, name changes, etc.
• Assists with leadership functions in the absence of branch management and 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.
• Represents the Credit Union in a positive and professional manner.

Skills

Financial institution experience

Product knowledge

Communication skills

Microsoft Outlook

Microsoft Word

Microsoft Excel

Coaching/mentoring

Notary

NMLS Registered

Education

High School or Equivalent

Tools

Outlook

Word

Excel

Job description

Nuvision Federal Credit Union in Southern California seeks a Relationship Manager II to consult with members, identify needs, and follow up on transactions. You will promote Investment Services, Insurance, Mortgages and Auto lending while maintaining exceptional member experience.

You will mentor staff, report suspicious activity, and support leadership in absence of branch management. High school or equivalent and NMLS registration preferred; strong communication and coaching skills are