Relationship Manager II — Member Solutions & Lending

Nuvision Federal; Mesa (AZ); Hybrid; USD 49,000 - 73,000; Full time

Benefits offered by this job

Medical

Vision

Life Insurance

Flexible Spending Account

401(k) Matching

Paid Time Off

Training Provided

Tuition Reimbursement

Job summary

Nuvision Federal Credit Union is seeking a Relationship Manager II for Mesa, AZ. The role focuses on consulting with members to identify needs, refer appropriate products, and manage a range of deposit and loan services. Leadership support and compliance are part of the expectations.

The position offers a base pay range reflective of Arizona geography, with opportunities for coaching and customer-centric growth within the credit union.

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

Responsibilities

• Consults with members to identify needs, offers solutions, and follows up on any pending transactions.
• Inputs, processes, and funds all consumer and small business loan types; recommends other products and services.
• Calls on various call reports to garnish more business.
• Opens and maintains member accounts and related documents.
• Maintains confidentiality and high accuracy in all member interactions.
• Supports coaching and leadership functions as needed.

Skills

Excellent verbal and written comms

Interpersonal skills

Customer service

Coaching/mentoring

Notary

Education

High School or Equivalent

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Nuvision Federal Credit Union is seeking a Relationship Manager II for Mesa, AZ. The role focuses on consulting with members to identify needs, refer appropriate products, and manage a range of deposit and loan services. Leadership support and compliance are part of the expectations.

The position offers a base pay range reflective of Arizona geography, with opportunities for coaching and customer-centric growth within the credit union.