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

Nuvision Credit Union•Lakewood, CA

8d•Onsite

About The Position

The Relationship Specialist II (RS II) is a universal role supporting branch operations and serving members in person or over the phone. Under general supervision, the RS II guides members to appropriate resources or assists them directly. The role includes opening accounts and sub-shares, handling cash, providing card services, originating and processing loan applications, referring members to Mortgage, Investments, and Autoland, and performing account maintenance and transactions. The RS II ensures member transactions are handled accurately and promptly, supports branch operations and safeguards, and delivers exceptional service. The role focuses on the member experience and requires representing Nuvision Federal Credit Union professionally, collaborating respectfully with colleagues and members, maintaining confidentiality, and exercising attention to detail, sound judgment, tact, and diplomacy. Meeting and exceeding performance goals and revenue targets is part of the role's Minimum Performance Standards.

Requirements

One 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 Loans PQ, the 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 a PC and Microsoft applications, including Outlook, Word, and Excel.
Good verbal communication, written communication, problem-solving, member service, and organizational skills.
Attention to detail.
Successful completion of all compliance-related coursework.

Nice To Haves

NMLS registration.
Notary.

Responsibilities

Consult with members, identify their needs, offer solutions, and follow up on pending transactions.
Hold conversations with members in person or over the phone.
Use call reports to identify business opportunities throughout the workday and during scheduled call nights.
Escort members to appropriate destinations or provide direct assistance.
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; changing addresses and names; updating account setups, joint owners, and beneficiaries; closing accounts; processing deceased accounts; providing notary services; and issuing cashier's checks.
Recommend and refer appropriate products and services, including Mortgage, Investment Services, and Autoland.
Ensure the branch is in balance, including the TCR.
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 confidentiality of member and other sensitive information.
Treat team members and members with respect.
Perform other related duties as assigned.