Member Sales Support - Relationship Specialist 2 Float - Full Time - Onsite (So.
Nuvision Federal Credit Union, Lakewood, California, United States, 90715
Overview
We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today! Let us be part of your career journey! Sign-on bonus available for eligible external applicants! Contact us today to learn more! 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. Calls on various call reports to garnish more business throughout the workday and during scheduled call nights throughout the month. Performs various job duties including but not limited to: escorting members to appropriate destinations for the appropriate resolution, receiving and disbursing funds, opening new accounts/sub-shares, and originating loans. Inputs, processes and funds consumer loan types such as Closed-end Signature and VISA as needed. Performs a wide variety of account maintenance including issuing/re-pinning ATM/Debit Cards, changes of address, name changes, adding/updating account setup, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts, notary services and issuing Cashier’s Checks. Recommends and refers appropriate products and services including Mortgage, Investment Services, and Autoland from having conversations that matter with members. Ensures the branch is in balance including the TCR. Identifies and reports any suspicious behavior or suspected fraud activity. Completes all required training and compliance modules. Supports and participates in continuous improvement activities and Credit Union events such as Car Sales, Open House and Open Enrollments contributing to the achievement of organizational objectives as well as department and individual goals. Represents the Credit Union in a positive and professional manner. Maintains member and other sensitive information with confidentiality. Treats all team members and members with respect. Other related duties as assigned. Minimum Qualifications
1 year experience in a similar position and prior loan experience and reaching service and performance goals Knowledge of all applicable Federal, State and NCUA regulations, including but not limited to BSA, Regulation CC, Regulation D and Regulation E Comprehensive knowledge of all deposit account products and all services Working knowledge of loan products and associated system(s) (Loans PQ – loans decisioning system) Proven ability to garner business Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature Capable of working under pressure and with frequent interruptions Proficient in the operations of a PC and Microsoft applications including Outlook, Word and Excel. Good verbal communication (in-person and over the phone), written communication, problem solving, member service, and organizational skills. Attention to detail. Preferred Qualifications
18 months experience including prior loan experience and currently reaching service and performance goals. Notary Education
Successful completion of all compliance related coursework NMLS Registered Notary preferred Pay
Website and geographic location: Southern California: Min $20.56 - Mid $25.70 - Max $30.84 The final pay offered to a successful candidate will depend on several factors, including but not limited to the type and years of applicable experience within the job and industry, education, etc. Benefits
Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursement California Employee Privacy Notice
https://nuvisionfederal.com/disclosures/ccpa/ Applicants must be legally authorized to work in the U.S. without the need for current or future sponsorship. Nuvision Credit Union is proud to be an Equal Opportunity Employer. It provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. It also provides reasonable accommodation to applicants and employees with disabilities. For accommodations, contact the recruiting team.
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We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today! Let us be part of your career journey! Sign-on bonus available for eligible external applicants! Contact us today to learn more! 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. Calls on various call reports to garnish more business throughout the workday and during scheduled call nights throughout the month. Performs various job duties including but not limited to: escorting members to appropriate destinations for the appropriate resolution, receiving and disbursing funds, opening new accounts/sub-shares, and originating loans. Inputs, processes and funds consumer loan types such as Closed-end Signature and VISA as needed. Performs a wide variety of account maintenance including issuing/re-pinning ATM/Debit Cards, changes of address, name changes, adding/updating account setup, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts, notary services and issuing Cashier’s Checks. Recommends and refers appropriate products and services including Mortgage, Investment Services, and Autoland from having conversations that matter with members. Ensures the branch is in balance including the TCR. Identifies and reports any suspicious behavior or suspected fraud activity. Completes all required training and compliance modules. Supports and participates in continuous improvement activities and Credit Union events such as Car Sales, Open House and Open Enrollments contributing to the achievement of organizational objectives as well as department and individual goals. Represents the Credit Union in a positive and professional manner. Maintains member and other sensitive information with confidentiality. Treats all team members and members with respect. Other related duties as assigned. Minimum Qualifications
1 year experience in a similar position and prior loan experience and reaching service and performance goals Knowledge of all applicable Federal, State and NCUA regulations, including but not limited to BSA, Regulation CC, Regulation D and Regulation E Comprehensive knowledge of all deposit account products and all services Working knowledge of loan products and associated system(s) (Loans PQ – loans decisioning system) Proven ability to garner business Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature Capable of working under pressure and with frequent interruptions Proficient in the operations of a PC and Microsoft applications including Outlook, Word and Excel. Good verbal communication (in-person and over the phone), written communication, problem solving, member service, and organizational skills. Attention to detail. Preferred Qualifications
18 months experience including prior loan experience and currently reaching service and performance goals. Notary Education
Successful completion of all compliance related coursework NMLS Registered Notary preferred Pay
Website and geographic location: Southern California: Min $20.56 - Mid $25.70 - Max $30.84 The final pay offered to a successful candidate will depend on several factors, including but not limited to the type and years of applicable experience within the job and industry, education, etc. Benefits
Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursement California Employee Privacy Notice
https://nuvisionfederal.com/disclosures/ccpa/ Applicants must be legally authorized to work in the U.S. without the need for current or future sponsorship. Nuvision Credit Union is proud to be an Equal Opportunity Employer. It provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. It also provides reasonable accommodation to applicants and employees with disabilities. For accommodations, contact the recruiting team.
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