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

Sign‑on bonus available for eligible external applicants! Contact us today to learn more! The Relationship Specialist II (RS II) is a universal role that encompasses various duties and responsibilities of a concierge, RS I, ITM Rep, and Relationship Manager I to serve our members in‑person or over the phone and sustain and support branch operations. Under general supervision, the RS II guides members to the proper destination for the appropriate resolution or assists them directly. The RS II performs a wide variety of job duties, including opening new accounts/sub‑shares, receiving and disbursing cash, plastic card services, originating and processing loan applications, and referring Mortgage, Investments, and AutoLand. The RS II also handles a wide variety of account maintenance and transactions. 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 garner 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, 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 set up, 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. 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. 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. Education Successful completion of all compliance related coursework. NMLS Registered. Notary preferred. Pay Scale (Southern California) Min $22.46 - Mid $28.07 - Max $33.69 Benefits Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursement Website: nuvisionfederal.com/career California Employee Privacy Notice: #J-18808-Ljbffr