Nuvision Federal Credit Union · 5 hours ago
Wasilla - Relationship Manager 1 - Full Time - Onsite (AK)
Wasilla, AK
Full-time
Onsite
Entry Level
$21.34/hr - $32.01/hr
1+ years expNuvision Federal Credit Union is seeking a Relationship Manager I to consult with members and identify their needs while referring appropriate products and solutions. The role involves handling member transactions, maintaining confidentiality, and ensuring a positive member experience while meeting performance goals and revenue targets.
Banking
No H1B
Responsibilities
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
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. This can be done during the workday 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
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
Other related duties as assigned
Maintains member and other sensitive information with confidentiality
Treats all team members and members with respect
Represents the Credit Union in a positive and professional manner
Qualification
Required
12 months experience in a similar position having prior loan experience and reaching service and performance goals
Working knowledge of deposit/ loan products (Trust, IRA, certificates, loans/Loans PQ – loans decisions system)
Proven ability to garner business
Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel
Member service and organizational skills
Good interpersonal skills with the ability to effectively listen, understand, and anticipate member needs
Willingness to make a difference
Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature
Personable and professional
Good verbal and written communication skills in person and over the phone
Preferred
18 months experience including prior loan experience and currently reaching service and performance goals
Strong verbal and written communication skills in person and over the phone
Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs
Benefits
Medical
Dental
Vision
Life Insurance
Flexible Spending Account
401(k) Matching
Paid Time Off
Training Provided
Tuition Reimbursement
Company
Nuvision Federal Credit Union
Our Nuvision team is honored to serve our 150,000 plus members and provide exceptional service, best-in-class products, and great member experiences.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Roger Ballard
Chief Executive Officer
Barbara A. Barry
Chief Experience Officer
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