Pleasanton - Relationship Specialist 1 - Full Time - Onsite (No.CA)

Pleasanton - Relationship Specialist 1 - Full Time - Onsite (No.CA) Nuvision Federal Credit Union MSB - Pleasanton, 6001 Gibraltar Drive, Pleasanton, California, United States of America Job Description Posted Tuesday, June 30, 2026 at 7:00 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 eligible external applicants! Contact us today to learn more! The RS I position exists in branches having a cash operation. Under general supervision, the RS I performs a wide variety of duties relating to handling member transactions including but not limited to; receiving and disbursing funds, posting deposits and loan / VISA payments, making account transfers, issuing money orders, making cash advances, recommending other products and services, performing all types of withdrawals, account maintenance, and opening savings, checking, money market and certificate of deposit accounts (excluding trust and IRA accounts). The RS I is comprehensively cross‑trained to provide plastic card services such as; issuing temporary cards, re‑pinning existing cards, and ordering new cards. An RS I maintains records of various sale transactions such as; money orders, cash advances, and balances a daily cash drawer. RS I ensures member transactions are processed in an accurate and timely manner to make sure that Credit Union member service objectives are achieved. The RS I may also be called upon to assist with daily balancing. Cross‑sells all other products and services to include Investment Services, First Mortgages, and Autoland (auto loans). The value the RS I position adds to the organization is it allows for in‑person, personalized service and provides opportunities to conduct needs‑based sales using referrals for other Credit Union products and services that support various production goals. 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. Balances cash drawer. 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. 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. Attention to detail. Must present a professional demeanor. Capable of working under pressure and with frequent interruptions. Successful completion of all compliance related coursework NMLS Registered Education: High School or Equivalent Website: nuvisionfederal.com/careers Pay scale by applicable geographic work location: Northern 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. Benefits: Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursement California Employee Privacy Notice: Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future. 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 View email address on click.appcast.io . We will work with you to meet your needs in accordance with applicable laws. Nuvision Federal Credit Union MSB - Pleasanton, 6001 Gibraltar Drive, Pleasanton, California, United States of America #J-18808-Ljbffr Nuvision Federal