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Relationship Manager 2 in Lakewood Branch at Nuvision Credit Union

Date Posted: 4/30/2018

Job Snapshot

Job Description

Pay Range: $18.81 - $23.51/hour

The Relationship Manager 2 (RM 2) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactions. Meeting and exceeding performance goals and revenue targets will be part of their Minimum Performance Standards. It will also be their responsibility to identify and report any suspicious behavior or suspected fraud activity. The RM 2 position also performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. All transactions are expected to be accurate and completed in a timely manner in order to ensure that Credit Union Member Service goals are achieved. The RM 2 position profiles the member’s account to recommend product and service solutions including; KFIS (Investment Services), Insurance Products, First Mortgages, and Autoland (car buying service). As a RM 2, they will assist with coaching/mentoring the rest of staff. Makes observations and suggests alternative methods in profiling member accounts. As needed, assists with some leadership functions in the absence of branch management. This role’s primary focus is the member experience and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members. They must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy.

Responsibilities:

  • Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions. Holds conversations that matter with members either in person or over the phone.
  • Inputs, processes and funds all consumer loan types: Closed-end Signature, LOC, VISA, Automobile, Personal, Toy, RV, HELOCS and Other Secured. Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members.
  • Calls on various call reports to garnish more business. This can be done during the work day and during scheduled call nights throughout the month.
  • Performs various RM duties including but not limited to: Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA. Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, Certificate of Trust, etc. Recommends other products and services as appropriate from having conversations that matter with members.
  • Performs a wide variety of account maintenance including but not limited to: changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services.
  • Identifies and reports any suspicious behavior or suspected fraud activity.
  • Assists with leadership functions in the absence of branch management and also with coaching teller line.
  • Makes observations and suggests alternative methods of profiling member accounts.

Job Requirements

Qualifications:

  • 18 months experience in a similar position having prior loan experience and reaching service and performance goals; 24 months of experience with Nuvision is preferred.
  • Strong knowledge of deposit / loan products (Trust, IRA, certificates, loans/Loans PQ – loans decisioning system). Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel.
  • Proven ability to generate business while participating in community business development.
  • Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs.
  • Excellent verbal and written communication skills in person and over the phone.
  • Coaching and mentoring experience is a plus.
  • Must have a High school diploma or equivalent; NMLS registration and Notary. Bilingual is preferred.