Mesa Longbow - Relationship Manager 1 - Full-Time - Onsite - (AZ)

About the role

We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice.

Responsibilities

• Consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactions.
• Meet and exceed performance goals and revenue targets.
• Identify and report any suspicious behavior or suspected fraud activity.
• Handle member transactions including opening and closing all types of deposit and loan accounts, posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance.
• Profile the member’s account to recommend product and service solutions including Investment Services, Insurance Products, First Mortgages, and car buying service.
• 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.
• Maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy.
• 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.
• Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, Certificate of Trust, etc.
• 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.
• 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.
• 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.
• Member service and organizational skills.
• Good interpersonal skills with the ability to effectively listen, understand, and anticipate member needs.
• Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature.
• Personable and professional.
• Good verbal and written communication skills in person and over the phone.

Preferred Qualifications

• 18 months experience including prior loan experience and currently reaching service and performance goals.
• 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.

Benefits

• Medical
• Dental
• Vision
• Life Insurance
• Flexible Spending Account
• 401(k) Matching
• Paid Time Off
• Training Provided
• Tuition Reimbursement

Pay

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.