Sign-On Bonus Eligible: Member Relationship Manager II

Nuvision Federal Credit Union; Huntington Beach (CA); On-site; USD 37,000 - 55,000; 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 Huntington Beach, CA seeks an experienced RM II to consult with members, identify needs, and refer appropriate products and services. The role includes handling a wide range of deposit and loan transactions and supporting staff with leadership functions.

You will profile member accounts to recommend investment, insurance, mortgages, small business services, and auto lending solutions. Strong communication, empathy, and compliance focus are essential to succeed.

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 to identify needs and follow up on transactions.
• Input, process, and fund all consumer and small business loan types.
• Call on various reports to generate more business.
• Open new member accounts and manage deposits, loans, and IRAs.
• Perform account maintenance and notary services.
• Coach and mentor staff; assist branch management in their absence.
• Identify and report suspicious activity and complete compliance training.

Skills

Communication skills

Customer service

Interpersonal skills

Empathy

Notary

NMLS Registered

Team coaching

Education

High School diploma or equivalent

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Nuvision Federal Credit Union in Huntington Beach, CA seeks an experienced RM II to consult with members, identify needs, and refer appropriate products and services. The role includes handling a wide range of deposit and loan transactions and supporting staff with leadership functions.

You will profile member accounts to recommend investment, insurance, mortgages, small business services, and auto lending solutions. Strong communication, empathy, and compliance focus are essential to succeed.