Relationship Specialist II: Concierge Banking & Solutions

Nuvision Federal; Fountain Valley (CA); On-site; USD 30,940 - 46,411; Full time

Benefits offered by this job

Sign-on bonus for eligible applicants

Job summary

Nuvision Federal in Fountain Valley is seeking a Relationship Specialist 2 to enhance member experiences across various financial services. This full-time position emphasizes achieving performance goals, assisting members with both in-person and phone interactions, and ensuring operational support in the branch.

The ideal candidate has at least one year of relevant experience and is knowledgeable in financial regulations. A sign-on bonus is available for eligible candidates, and a comprehensive training program is provided.

Qualifications

• 1 year experience in a similar position, preferably with loan experience.
• Knowledge of applicable regulations including BSA and Regulation CC.
• Good verbal and written communication skills.

Responsibilities

• Consults with members to identify needs and offer solutions.
• Performs account maintenance and assists with loan origination.
• Ensures member transactions are processed accurately and timely.

Skills

Service and performance goals

Problem solving

Verbal communication

Organizational skills

Empathetic and caring nature

Education

Successful completion of compliance related coursework

NMLS Registered

Notary preferred

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Nuvision Federal in Fountain Valley is seeking a Relationship Specialist 2 to enhance member experiences across various financial services. This full-time position emphasizes achieving performance goals, assisting members with both in-person and phone interactions, and ensuring operational support in the branch.

The ideal candidate has at least one year of relevant experience and is knowledgeable in financial regulations. A sign-on bonus is available for eligible candidates, and a comprehensive training program is provided.