Edinger - Relationship Manager 2 - Full Time - Onsite (So.CA)

Nuvision Federal Credit Union•Huntington Beach, CA

10d•$27 - $40•Onsite

About The Position

The Relationship Manager II consults with members to identify their needs, recommend appropriate products and solutions, follow up on pending transactions, and meet performance and revenue goals. The role handles a broad range of member transactions, including opening and closing deposit and loan accounts, processing deposits, withdrawals, payments and transfers, and completing account maintenance. Transactions must be accurate and timely to support Credit Union service goals. The Relationship Manager profiles member accounts and recommends services that may include investment and insurance products, first mortgages, small-business lending and cash management, consumer deposit and lending products, and auto lending. The role also helps coach and mentor staff, offers observations and alternative account-profiling methods, and may assist with leadership duties when branch management is absent. It identifies and reports suspected fraud or suspicious behavior and protects confidential member information. The position represents Nuvision professionally and respectfully in interactions with members and colleagues. This is a full-time, onsite position in Southern California. The stated pay range for Southern California is $26.57–$39.86, with a midpoint of $33.22. Actual base pay may vary based on geographic region, internal equity, and job-related knowledge, skills, and experience. A sign-on bonus is available to eligible external applicants.

Requirements

At least 18 months of financial-institution experience, including prior loan experience and experience meeting service and performance goals.
Strong knowledge of deposit and loan products, including trusts, IRAs, certificates, and loans/APPRO loan decisioning system.
Demonstrated ability to garner business.
Proficiency using a PC and Microsoft Outlook, Word, and Excel.
Excellent verbal and written communication skills, in person and over the phone.
Strong interpersonal skills, including the ability to listen effectively, understand member needs, and anticipate them.
Member-service and organizational skills.
Genuine interest in helping members through Conversations that Matter, with an empathetic and caring nature.
Willingness to make a difference; personable and professional demeanor.
Coaching and mentoring skills.
Successful completion of all compliance-related coursework.
Notary.
NMLS registered.
High school diploma or equivalent.
Must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future.

Responsibilities

Consult with members in person or by phone, identify needs, recommend solutions, and follow up on pending transactions.
Process and fund consumer and small-business loans, including signature, line-of-credit, VISA, automobile, personal, recreational vehicle, HELOC, and other secured loans.
Recommend additional products and services, including ancillary products, based on member conversations.
Use call reports to identify and pursue business, including during scheduled call nights.
Open member accounts, including savings, checking, money market, trust, certificate, and IRA accounts, and complete related forms.
Perform account maintenance, including address and name changes, account setup updates, changes to joint owners or beneficiaries, account closures, deceased-account processing, and notary services.
Assist with leadership functions when branch management is absent and coach the teller line.
Observe and suggest alternative methods for profiling member accounts.
Identify and report suspicious behavior or suspected fraud activity.
Complete required training and compliance modules.
Support and participate in continuous-improvement activities and Credit Union events, including car sales, open houses, and open enrollments.
Represent the Credit Union positively and professionally, treat members and team members with respect, and maintain confidentiality of sensitive information.
Perform other related duties as assigned.