Laguna - Relationship Specialist 2 - Onsite
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.
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Sign-on bonus available for 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 in order to serve our members as needed in-person or over the phone to sustain and support branch operations.
Under general supervision, they will guide members to the proper destination for the appropriate resolution or assist 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 performs wide variety of account maintenance and transactions.
Meeting and exceeding performance goals and revenue targets will be part of the RS II Minimum Performance Standards.
The RS II ensures member transactions are processed in an accurate and timely manner to achieve the Credit Union’s member service objectives.
The RS II is also responsible for providing operational support and exceptional member service while maintaining controls and safeguards.
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:
* 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 throughout the workday and during scheduled call nights throughout the month.
* Performs various job duties including but not limited to: Escorting member’s to appropriate destinations for the appropriate resolution, receiving and disbursing funds, opening new accounts/sub-shares, and originating loans.
As needed, inputs, processes and funds consumer loan types such as Closed-end Signature and VISA.
* Performs a wide variety of account maintenance including issuing/re-pinning ATM/Debit Cards, changes of address, name changes, adding/updating ac...
- Rate: 25.525
- Location: Laguna Hills, US-CA
- Type: Permanent
- Industry: Customer_services
- Recruiter: Nuvision Federal Credit Union
- Contact: Not Specified
- Email: to view click here
- Reference: DF529
- Posted: 2024-08-09 08:08:24 -
- View all Jobs from Nuvision Federal Credit Union
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