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Member Service Support Specialist

2 months ago

Lakewood, California, United States Nuvision Federal Credit union Full time

At Nuvision Federal Credit Union, we value dedicated Team Members who embody our core principles: Unity, Information, Approachability, Compassion, and Transparency. Our mission is to collaboratively assist members in achieving their financial objectives while offering tailored solutions that meet their unique needs. We are devoted to providing each member with an exceptional service experience and reliable financial guidance.

The Relationship Specialist II (RS II) serves a versatile role, integrating the responsibilities of a concierge, RS I, ITM Representative, and Relationship Manager I to effectively support our members both in-person and via phone. Under general supervision, the RS II will direct members to the appropriate resources for resolution or assist them directly.

Key Responsibilities:

  • Engage with members to assess their needs, propose solutions, and follow up on outstanding transactions. Facilitate meaningful conversations with members, whether face-to-face or over the phone.
  • Execute a variety of tasks including escorting members to the right departments, managing cash transactions, opening new accounts, and processing loan applications.
  • Handle diverse account maintenance tasks such as issuing ATM/Debit Cards, updating personal information, and processing deceased accounts.
  • Recommend and refer suitable products and services, including Mortgage and Investment options, based on insightful member interactions.
  • Ensure the branch maintains accurate financial balances.
  • Identify and report any suspicious activities or potential fraud.
  • Complete all mandatory training and compliance requirements.
  • Participate in continuous improvement initiatives and Credit Union events, contributing to both departmental and organizational goals.
  • Represent Nuvision Federal Credit Union positively and professionally.
  • Maintain confidentiality regarding member information.
  • Show respect to all team members and members alike.
  • Perform other related duties as assigned.
Qualifications:
  • Minimum of 1 year experience in a similar role, with a proven track record in achieving service and performance targets.
  • Familiarity with relevant Federal, State, and NCUA regulations.
  • Comprehensive understanding of deposit account products and services.
  • Working knowledge of loan products and associated systems.
  • Demonstrated ability to generate business.
  • Genuine interest in assisting members through meaningful conversations, showcasing empathy and care.
  • Able to work effectively under pressure and manage frequent interruptions.
  • Proficient in Microsoft Office applications.
  • Strong verbal and written communication skills, along with problem-solving and organizational abilities.
  • Attention to detail is essential.
Education:
  • Completion of all compliance-related training.
  • NMLS Registration is required.
  • Notary certification is preferred.
Compensation:
  • Pay varies based on geographic location.
Benefits:
  • Medical, Dental, and Vision coverage.
  • Life Insurance and Flexible Spending Accounts.
  • 401(k) Matching and Paid Time Off.
  • Training and Tuition Reimbursement.