Lakewood - Relationship Specialist 2 - Full Time - Onsite (So.CA)

Nuvision Federal Credit Union•Lakewood, CA

10d•$22 - $34•Onsite

About The Position

The Relationship Specialist II (RS II) is a universal branch role that combines duties associated with concierge, Relationship Specialist I, ITM Representative, and Relationship Manager I positions. Under general supervision, the RS II serves members in person and over the phone, guides them to appropriate resources, or assists them directly to support branch operations. The role handles account opening and maintenance, cash transactions, card services, loan applications, and referrals to Mortgage, Investment Services, and Autoland. It also includes meeting performance goals and revenue targets and ensuring member transactions are processed accurately and promptly. The RS II provides operational support and exceptional member service while maintaining controls and safeguards. The primary focus is the member experience. The employee is expected to represent Nuvision Federal Credit Union positively and professionally, build strong internal and external relationships, protect confidential member information, pay close attention to detail, and exercise sound judgment, tact, and diplomacy.

Requirements

At least 1 year of experience in a similar position, prior loan experience, and experience reaching service and performance goals.
Knowledge of applicable Federal, State, and NCUA regulations, including BSA, Regulation CC, Regulation D, and Regulation E.
Comprehensive knowledge of deposit account products and services.
Working knowledge of loan products and associated systems, including the Loans PQ loan decisioning system.
Proven ability to garner business.
Genuine interest in helping members through Conversations that Matter, with an empathetic and caring nature.
Ability to work under pressure and with frequent interruptions.
Proficiency with PCs and Microsoft applications, including Outlook, Word, and Excel.
Good verbal communication, both in person and over the phone; written communication; problem-solving; member-service; and organizational skills.
Attention to detail.
Successful completion of all compliance-related coursework.
NMLS registration.
Legal authorization to work in the United States at the time of hire without requiring employer sponsorship now or in the future.

Nice To Haves

Notary certification or experience is preferred.

Responsibilities

Consult with members to identify needs, offer solutions, follow up on pending transactions, and hold conversations in person or over the phone.
Use call reports to develop business throughout the workday and participate in scheduled call nights during the month.
Escort members to appropriate destinations or resolutions; receive and disburse funds; open new accounts and sub-shares; and originate loans.
Input, process, and fund consumer loans as needed, including closed-end signature loans and VISA.
Perform account maintenance, including issuing or re-pinning ATM/debit cards; address and name changes; account setup updates; joint owner and beneficiary updates; account closures; deceased-account processing; notary services; and issuing Cashier’s Checks.
Recommend and refer suitable Mortgage, Investment Services, and Autoland products and services.
Ensure the branch, including the TCR, is in balance.
Identify and report suspicious behavior or suspected fraud.
Complete required training and compliance modules.
Support and participate in continuous improvement activities and Credit Union events, including Car Sales, Open House, and Open Enrollments.
Represent the Credit Union positively and professionally.
Maintain the confidentiality of member and other sensitive information.
Treat team members and members with respect.
Perform other related duties as assigned.