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

Nuvision Credit Union•Huntington Beach, CA

8d•Onsite

About The Position

The Relationship Manager II consults with members to identify needs, recommend appropriate products and solutions, and follow up on pending transactions. The role handles a broad range of member transactions, including opening and closing deposit and loan accounts, processing deposits, withdrawals, loan and VISA payments, transfers, and account maintenance. Transactions must be completed accurately and promptly to support Credit Union service goals. The Relationship Manager II profiles member accounts and recommends services including investment and insurance products, first mortgages, small-business lending and cash-management solutions, consumer deposit and lending services, and auto lending. The role is also responsible for meeting performance and revenue goals, identifying and reporting suspicious behavior or suspected fraud, and maintaining the confidentiality of member information. The Relationship Manager II helps coach and mentor staff, offers observations and alternative approaches to member-account profiling, and assists with leadership functions when branch management is absent. The position emphasizes member experience, professional conduct, collaboration, sound judgment, attention to detail, tact, and diplomacy. This is a full-time, onsite position in Southern California.

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 the APPRO loan-decisioning system.
Demonstrated ability to generate business.
Proficiency with PC operations and Microsoft Outlook, Word, and Excel.
Strong verbal and written communication skills, in person and by phone.
Strong interpersonal skills, including the ability to listen effectively, understand, and anticipate member needs.
Member-service and organizational skills.
Genuine interest in helping members through meaningful conversations, with an empathetic and caring nature.
Professional and personable manner, willingness to make a difference, and coaching and mentoring skills.
Successful completion of all compliance-related coursework.
Notary and NMLS registration.
High school diploma or equivalent.

Responsibilities

Consult with members in person or by phone to 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 appropriate products and services, including ancillary products, based on member conversations and account profiles.
Use call reports to identify business opportunities and contact members during the workday and scheduled call nights.
Open new member accounts, including savings, checking, money market, trust, certificate, and IRA accounts, and complete the required forms.
Perform account maintenance, including address and name changes, account setup updates, ownership and beneficiary changes, account closures, deceased-account processing, and notary services.
Assist with leadership functions when branch management is absent and coach the teller line and other staff.
Observe account-profiling practices and suggest alternative methods.
Identify and report suspicious behavior or suspected fraud activity.
Complete required training and compliance modules.
Participate in continuous improvement activities and 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 sensitive information.
Perform other related duties as assigned.