Pleasanton - Relationship Manager 2 - Full Time - Onsite (No.CA)

Nuvision Credit Union•Pleasanton, CA

8d•Onsite

About The Position

The Relationship Manager II (RM II) consults with credit union members to understand their needs, recommend appropriate products and solutions, and follow up on pending transactions. The role handles a wide range of member transactions, including opening and closing deposit and loan accounts, processing deposits, withdrawals, loan and VISA payments, transfers, and account maintenance. The RM II profiles member accounts and recommends services including investment services, insurance products, first mortgages, small-business lending and cash management, consumer deposit and lending services, and auto lending. The position is accountable for meeting performance standards and revenue targets, maintaining transaction accuracy and timeliness, and identifying and reporting suspicious behavior or suspected fraud. The RM II also coaches and mentors staff, suggests alternative approaches to profiling member accounts, and may assist with leadership functions when branch management is absent. The role focuses on delivering a positive member experience, representing Nuvision Federal Credit Union professionally, collaborating respectfully, and protecting confidential member information. The position is full-time and onsite in Pleasanton, California. A sign-on bonus is available to eligible external applicants.

Requirements

At least 18 months of financial institution experience, including prior loan experience and a record of reaching 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 with PC operations and Microsoft Outlook, Word, and Excel.
Strong 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 manner.
Coaching and mentoring skills.
Successful completion of all compliance-related coursework.
Notary.
NMLS registered.
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.
Process and fund consumer and small-business loans, including closed-end signature loans, lines of credit, VISA, automobile, personal, recreational vehicle, HELOC, and other secured loans.
Recommend appropriate products and services, including ancillary products, and use call reports to identify additional business opportunities; participate in scheduled call nights.
Open new member accounts, including savings, checking, money market, trust, certificate, and IRA accounts, and complete related documentation.
Perform account maintenance, including address and name changes, account setup updates, ownership and beneficiary changes, account closures, deceased-account processing, and notary services.
Coach and mentor staff, assist with teller-line coaching, and support leadership functions in the absence of branch management.
Observe and suggest alternative methods for profiling member accounts.
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 positively and professionally, treat members and team members with respect, and maintain confidentiality of sensitive information.
Perform other related duties as assigned.