Fountain Valley - Relationship Specialist 2 - Full Time - Onsite (So.CA)
$46,717–$70,075 year
On-site · Fountain Valley, California, United States
Job Summary
The Relationship Specialist II at Nuvision Federal Credit Union in Fountain Valley, CA is an onsite, full-time role focusing on member service and branch operations. Responsibilities include consulting with members, opening accounts, handling cash, processing loan applications, referring Mortgage, Investments, and Autoland, performing account maintenance, ensuring accuracy and compliance, and supporting branch events. Qualifications require at least 1 year of relevant experience with loan experience, knowledge of BSA/Regulation CC/D/E, deposit products, loan products and PQ system, strong communication and problem-solving skills, and NMLS registration with Notary preferred. Education requirement is High School level.
Required 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
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