17th St Costa Mesa - Relationship Manager 2 - Full Time - Onsite (So.Ca)
$55,266–$82,908 year
On-site · Costa Mesa, California, United States
Job Summary
Relationship Manager II at Nuvision Federal Credit Union will consult with members to identify needs, refer appropriate products and services, and follow up on transactions. The role includes handling member transactions (deposits, loans, transfers, and maintenance), profiling accounts to recommend solutions (Investment Services, Insurance, First Mortgages, Small Business lending and cash management), coaching/mentoring staff, and assisting with leadership in the absence of branch management. Requires 18 months of financial-institution experience with loan experience, strong communication and interpersonal skills, notary and NMLS, and proficiency with PC/Outlook/Word/Excel; emphasis on confidentiality, accuracy, and delivering timely member service. Education required: High School or Equivalent. Pay range at Southern California location listed as hourly; base pay and details are region-specific. Benefits include Medical, Dental, Vision, 401(k) Matching, PTO, Tuition Reimbursement, and more. The remote work option is in-person at Costa Mesa, CA.
Required Qualifications
- 18 months financial institution experience with prior loan experience
- High School or Equivalent
- Notary
- NMLS Registered
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