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

Nuvision Credit Union•Long Beach, CA

1d•Onsite

About The Position

The Relationship Manager II (RM II) consults with members to identify needs, recommend appropriate products and solutions, and follow up on pending transactions. The role is accountable for meeting performance standards and revenue targets, identifying and reporting suspicious behavior or suspected fraud, and completing member transactions accurately and in a timely manner. Transactions include opening and closing deposit and loan accounts, processing deposits, withdrawals and loan or VISA payments, transferring funds, and maintaining accounts. The RM II profiles member accounts and recommends solutions across investment services, insurance, first mortgages, small-business lending and cash management, consumer deposit and lending services, and auto lending. The role also coaches and mentors staff, suggests alternative approaches to member account profiling, and may assist with leadership functions when branch management is absent. The position focuses on the member experience and requires professional, respectful collaboration, confidentiality, attention to detail, sound judgment, tact, and diplomacy.

Requirements

At least 18 months of financial institution experience, including prior loan experience and achievement of service and performance goals.
Strong knowledge of deposit and loan products, including trusts, IRAs, certificates, loans, and the APPRO loan decisioning system.
Proven ability to generate business.
Proficiency using a PC and Microsoft Outlook, Word, and Excel.
Strong verbal and written communication skills, both 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 status and NMLS registration.
High school diploma or equivalent.

Responsibilities

Consult with members in person or by phone to identify needs, offer solutions, and follow up on pending transactions.
Meet and exceed performance goals and revenue targets, including generating business through call reports and scheduled call nights.
Input, process, and fund consumer and small-business loans, including signature loans, lines of credit, VISA, automobile, personal, recreational vehicle, HELOC, small-business, and other secured loans.
Open new member accounts, including savings, checking, money market, trust, certificate, and IRA accounts, and complete the associated forms and agreements.
Recommend appropriate products and services, including ancillary products, based on member conversations and account profiles.
Perform account maintenance, including address and name changes, account setup updates, adding or updating joint owners and beneficiaries, account closures, deceased-account processing, and notary services.
Coach and mentor staff and teller-line employees, suggest alternative methods for profiling member accounts, and assist with leadership functions when branch management is absent.
Identify and report suspicious behavior or suspected fraud activity.
Complete required training and compliance modules.
Support continuous improvement activities and participate in Credit Union events, including car sales, open houses, and open enrollments.
Represent the Credit Union professionally, treat members and team members with respect, and maintain confidentiality of member and other sensitive information.
Perform other related duties as assigned.