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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 members 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 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 from having conversations that matter with members. 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

Website:

nuvisionfederal.com/career Pay scale by applicable geographic work location:

Northern California:

Min $23.20 - Mid $29.00 - Max $34.80 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:

https://nuvisionfederal.com/disclosures/ccpa/ 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 at Recruiting@nuvisioncu.org. 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Brentwood - Relationship Specialist 2 - Full Time - Onsite (No.CA)