Relationship Manager II: Member Growth & Solutions

NuVision; Martinez (CA); On-site; USD 39,000 - 58,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

401(k) Matching

Paid Time Off

Training Provided

Tuition Reimbursement

Job summary

NuVision is seeking a Relationship Manager II to consult with members, identify needs, and refer appropriate financial products. You will handle loans and deposits, maintain accounts, and support staff in leadership roles while upholding confidentiality and professional conduct.

The role emphasizes member experience, accuracy in transactions, and collaboration across teams to meet performance and revenue targets in a dynamic credit union environment.

Qualifications

• 18 months financial institution experience with loan experience and achieving service/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
• Notary and NMLS registration

Responsibilities

• Consult with members to identify needs, offer solutions, and follow up on 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.
• Opens and maintains 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, and more.
• Assists with leadership functions in absence of branch management and coaching teller line.
• Identifies and reports any suspicious behavior or suspected fraud activity.
• Completes all required training and compliance modules.
• Represents the Credit Union professionally to members and external partners.
• Maintains confidentiality of member information and treats others with respect.
• Other related duties as assigned.

Skills

Financial institution exp

Loan experience

Customer service goals

MS Outlook/Word/Excel

Verbal & written communication

Interpersonal skills

Notary

NMLS registered

Education

High School or Equivalent

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

NuVision is seeking a Relationship Manager II to consult with members, identify needs, and refer appropriate financial products. You will handle loans and deposits, maintain accounts, and support staff in leadership roles while upholding confidentiality and professional conduct.

The role emphasizes member experience, accuracy in transactions, and collaboration across teams to meet performance and revenue targets in a dynamic credit union environment.