Laguna - Relationship Specialist 2 - Full Time - Onsite (So.CA)
$46,717–$70,075 year
On-site · Laguna Hills, California, United States
Job Summary
Relationship Specialist II at Nuvision Federal Credit Union provides concierge-style member service in-person or by phone, handling duties across deposits, cash handling, new accounts/sub-shares, loan applications, and referrals to Mortgage, Investments, and Autoland. Responsibilities include guiding members to appropriate resolutions, processing transactions, issuing/re-pinning ATM/Debit Cards, updating account information, and maintaining confidentiality. The role emphasizes meeting performance targets, accurate and timely processing, and representing the credit union professionally while coordinating with members and colleagues during branch operations, open houses, and events. Requires high school education, NMLS registration, and compliance coursework; includes 1 year of relevant experience with loan experience and strong customer-service focus.
Required Qualifications
- 1 year experience in a similar position and prior loan experience and reaching service and performance goals
- NMLS Registered
- Notary preferred
- Education: Successful completion of all compliance related coursework
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