Job Description
The Relationship Manager II (RM II) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactions. Meeting and exceeding performance goals and revenue targets will be part of their Minimum Performance Standards. It will also be their responsibility to identify and report any suspicious behavior or suspected fraud activity. The RM II position also performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. All transactions are expected to be accurate and completed in a timely manner in order to ensure that Credit Union Member Service goals are achieved. The RM II position profiles the member’s account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, Small Business product services including lending and cash management solutions, consumer deposit and lending services, and Autoland (auto lending). As a RM II, they will assist with coaching/mentoring the rest of staff. Makes observations and suggests alternative methods in profiling member accounts. As needed, assists with some leadership functions in the absence of branch management. This role’s primary focus is the member experience and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members. They must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy.
RESPONSIBILITIES:
QUALIFICATIONS:
18 months Financial institution experience with prior loan experience and reaching service and performance goals.
Strong knowledge of deposit / loan products (Trust, IRA, certificates, loans/APPRO – loans decisioning 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.
Excellent 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.
Member service and organizational skills.
Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature.
Willingness to make a difference.
Personable and professional
Coaching/Mentoring skills
Successful completion of all compliance related coursework.
Notary
NMLS Registered
H.S. Diploma or equivalent
Bi-lingual preferred