Nuvision Federal Credit Union
Join to apply for the
Relationship Manager 1
role at
Nuvision Federal Credit Union 1 day ago Be among the first 25 applicants Join to apply for the
Relationship Manager 1
role at
Nuvision Federal Credit Union Get AI-powered advice on this job and more exclusive features. The Relationship Manager I (RM I) 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 I position 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 I position profiles the member’s account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, and car buying service. 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. 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. Calls on various call reports to garnish more business. This can be done during the work day 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.
Qualifications
12 months experience in a similar position having prior loan experience and reaching service and performance goals. 18 months experience including prior loan experience and currently reaching service and performance goals preferred. 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 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 Member service and organizational skills Willingness to make a difference Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature Personable and professional
Website:
nuvisionfederal.com/careers
Benefits
Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursement
Covid-19 Precaution(s)
Remote Interview Process (some positions vary) Social Distancing and Mask Guidelines in place
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
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Relationship Manager 1
role at
Nuvision Federal Credit Union 1 day ago Be among the first 25 applicants Join to apply for the
Relationship Manager 1
role at
Nuvision Federal Credit Union Get AI-powered advice on this job and more exclusive features. The Relationship Manager I (RM I) 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 I position 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 I position profiles the member’s account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, and car buying service. 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. 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. Calls on various call reports to garnish more business. This can be done during the work day 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.
Qualifications
12 months experience in a similar position having prior loan experience and reaching service and performance goals. 18 months experience including prior loan experience and currently reaching service and performance goals preferred. 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 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 Member service and organizational skills Willingness to make a difference Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature Personable and professional
Website:
nuvisionfederal.com/careers
Benefits
Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursement
Covid-19 Precaution(s)
Remote Interview Process (some positions vary) Social Distancing and Mask Guidelines in place
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Banking Referrals increase your chances of interviewing at Nuvision Federal Credit Union by 2x Get notified about new Relationship Manager jobs in
Kent, WA . Federal Way, WA $85,000.00-$100,000.00 1 month ago Issaquah, WA $85,000.00-$100,000.00 1 month ago Kirkland, WA $85,000.00-$100,000.00 1 month ago Seattle, WA $75,000.00-$80,000.00 1 month ago Seattle, WA $80,000.00-$90,000.00 2 weeks ago Relationship Manager III, Commercial Banking
Seattle, WA $60,000.00-$90,000.00 4 days ago Relationship Manager IV, Commercial Banking
Fife, WA $78,000.00-$110,000.00 5 days ago Seattle, WA $269,000.00-$351,000.00 3 days ago Commercial Banking - Relationship Manager
Seattle, WA $120,000.00-$170,000.00 5 days ago Seattle, WA $230,000.00-$300,000.00 1 week ago Relationship Manager III, Commercial Banking
JPMorgan Private Client Relationship Manager - Bellevue, WA
Seattle, WA $70,000.00-$75,000.00 1 month ago Commercial Banking Relationship Manager - Middle Market
Seattle, WA $65,000.00-$225,000.00 3 weeks ago Seattle, WA $44,800.00-$97,200.00 3 weeks ago Seattle, WA $75,000.00-$95,000.00 1 day ago Seattle, WA $80,000.00-$100,000.00 1 month ago Seattle, WA $50,000.00-$110,000.00 1 week ago Seattle, WA $40,560.00-$101,400.00 1 week ago Sr Customer Success Manager, Strategic Account Services
Seattle, WA $72,000.00-$154,000.00 1 week ago Seattle, WA $90,000.00-$170,000.00 3 weeks ago Senior Customer Success Manager, Strategic Account Services
Seattle, WA $72,000.00-$154,000.00 2 weeks ago Sr Customer Success Mgr, Strategic Account Services
Seattle, WA $72,000.00-$154,000.00 2 days ago Seattle, WA $75,000.00-$90,000.00 2 weeks ago Bellevue, WA $57,000.00-$80,000.00 5 days ago Seattle, WA $80,000.00-$90,000.00 1 week ago Seattle, WA $70,000.00-$100,000.00 2 days ago Senior Customer Success Manager, Strategic Account Services
Seattle, WA $72,000.00-$154,000.00 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr