Laguna - Relationship Specialist 1 - Full Time -Onsite - (So.CA)
NuVision, Laguna Woods, CA, United States
MSB - Laguna, 23020 Lake Forest Drive, Laguna Hills, California, United States of America
Job Description Posted Wednesday, March 25, 2026 at 5:00 AM
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 external applicants! Contact us today to learn more!
Responsibilities
Performs various RS I duties including; receiving and disbursing funds, posting deposits and loan payments, transfers, money orders, cash advances, and all types of withdrawals (cash and checks).
Opens savings, checking, issue temporary checks, money market, and certificate of deposit accounts, as needed.
Processes plastic card services such as issuing temporary cards, re-pinning existing cards and ordering new cards.
Performs a wide variety of account maintenance; change of address and name change.
Recommends other products and services appropriately with each member transaction.
Required to complete compliance training and all other training offered to RS I.
Supports and participates in continuous improvement activities.
Represents the Credit Union in a positive and professional manner.
Other related duties as assigned.
Maintains member and other sensitive information with confidentiality.
Treats all co-workers and members with respect.
Minimum Qualifications
1-yr related branch operations experience.
Knowledge of BSA, Regulation CC, D, E and all other pertinent regulations.
Comprehensive knowledge of all deposit account products and all services.
Basic knowledge of all applicable Federal, State and NCUA regulations.
Demonstrated ability to follow written and verbal instructions.
Basic math skills (adding cash) to be able to compute interest on savings, loans, and certificates.
Demonstrated ability to operate office machines to include; copier, 10-key and PC.
Proficient in the operations of a PC and Microsoft applications including Outlook, Word and Excel.
Knowledge of Internet / Intranet
Knowledge of SharePoint
Good verbal / written communication, problem solving, member service, and organizational skills.
Must present a professional demeanor.
Capable of working under pressure and with frequent interruptions.
Successful completion of all compliance related coursework
NMLS Registered
Preferred Qualifications
1+ years related branch operations experience and previous retail experience
Education High School or Equivalent
Website: nuvisionfederal.com/careers
Pay scale by applicable geographic work location
Southern California: Min- $22.00 Mid- $26.74 Max- $32.08
The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors.
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. At Nuvision Credit Union, we provide 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.
Nuvision Credit Union is committed to providing equal employment opportunities to all individuals, including those with disabilities. If you require a reasonable accommodation to complete the application or interview process, please contact our recruiting team at Recruiting@nuvisioncu.org. We will work with you to meet your needs in accordance with applicable laws.
MSB - Laguna, 23020 Lake Forest Drive, Laguna Hills, California, United States of America
#J-18808-Ljbffr
Job Description Posted Wednesday, March 25, 2026 at 5:00 AM
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 external applicants! Contact us today to learn more!
Responsibilities
Performs various RS I duties including; receiving and disbursing funds, posting deposits and loan payments, transfers, money orders, cash advances, and all types of withdrawals (cash and checks).
Opens savings, checking, issue temporary checks, money market, and certificate of deposit accounts, as needed.
Processes plastic card services such as issuing temporary cards, re-pinning existing cards and ordering new cards.
Performs a wide variety of account maintenance; change of address and name change.
Recommends other products and services appropriately with each member transaction.
Required to complete compliance training and all other training offered to RS I.
Supports and participates in continuous improvement activities.
Represents the Credit Union in a positive and professional manner.
Other related duties as assigned.
Maintains member and other sensitive information with confidentiality.
Treats all co-workers and members with respect.
Minimum Qualifications
1-yr related branch operations experience.
Knowledge of BSA, Regulation CC, D, E and all other pertinent regulations.
Comprehensive knowledge of all deposit account products and all services.
Basic knowledge of all applicable Federal, State and NCUA regulations.
Demonstrated ability to follow written and verbal instructions.
Basic math skills (adding cash) to be able to compute interest on savings, loans, and certificates.
Demonstrated ability to operate office machines to include; copier, 10-key and PC.
Proficient in the operations of a PC and Microsoft applications including Outlook, Word and Excel.
Knowledge of Internet / Intranet
Knowledge of SharePoint
Good verbal / written communication, problem solving, member service, and organizational skills.
Must present a professional demeanor.
Capable of working under pressure and with frequent interruptions.
Successful completion of all compliance related coursework
NMLS Registered
Preferred Qualifications
1+ years related branch operations experience and previous retail experience
Education High School or Equivalent
Website: nuvisionfederal.com/careers
Pay scale by applicable geographic work location
Southern California: Min- $22.00 Mid- $26.74 Max- $32.08
The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors.
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. At Nuvision Credit Union, we provide 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.
Nuvision Credit Union is committed to providing equal employment opportunities to all individuals, including those with disabilities. If you require a reasonable accommodation to complete the application or interview process, please contact our recruiting team at Recruiting@nuvisioncu.org. We will work with you to meet your needs in accordance with applicable laws.
MSB - Laguna, 23020 Lake Forest Drive, Laguna Hills, California, United States of America
#J-18808-Ljbffr