Mesa - Relationship Manager 2 - Full time - Onsite (AZ)

Nuvision Federal Credit Union•Mesa, AZ

90d•$23 - $35•Onsite

About The Position

The Relationship Manager II (RM II) consults with members to identify their needs, recommend appropriate products and solutions, and follow up on pending transactions. The role handles a broad range of deposit and loan transactions, account openings and maintenance, and member service activities, with accuracy and timeliness expected to support Credit Union service goals. The RM II profiles member accounts and may recommend investment services, insurance products, first mortgages, small-business services, consumer deposit and lending products, and auto lending solutions. The position also helps coach and mentor staff, offers observations and alternative methods for profiling accounts, and may assist with leadership functions when branch management is absent. The role emphasizes a positive member experience, professional conduct, confidentiality, sound judgment, attention to detail, and collaboration.

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, and the APPRO loan decisioning system.
Demonstrated ability to generate business.
Proficiency with PCs 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 meaningful conversations, with an empathetic and caring nature.
Willingness to make a difference; personable and professional demeanor.
Coaching and mentoring skills.
Successful completion of required compliance coursework.
Notary.
NMLS registered.
High school diploma or equivalent.
Must be legally authorized to work in the United States at hire and must not require employer sponsorship now or in the future.

Responsibilities

Consult with members in person or by phone, identify their needs, offer appropriate solutions, and follow up on pending transactions.
Process and fund consumer and small-business loans, including signature loans, lines of credit, VISA, automobile, personal, recreational vehicle, HELOC, and other secured loans.
Recommend ancillary products and services based on member conversations.
Use call reports to identify business opportunities and make calls during work hours and scheduled call nights.
Open new member accounts, including savings, checking, money market, trust, certificate, and IRA accounts, and complete required 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 and other staff.
Observe account-profiling practices and suggest alternative methods.
Identify and report suspicious behavior or suspected fraud.
Complete required training and compliance modules.
Support continuous improvement activities and participate in Credit Union events, such as car sales, open houses, and open enrollments.
Represent the Credit Union positively and professionally, treat members and team members with respect, and maintain the confidentiality of sensitive information.
Perform other related duties as assigned.