Relationship Manager I

21 hours ago


Cheyenne, Wyoming, United States Nuvision Federal Credit union Full time
About the Role

We are seeking a highly skilled and motivated Relationship Manager I to join our team at Nuvision Federal Credit Union. As a key member of our team, you will be responsible for providing exceptional member service and building strong relationships with our members.

Key Responsibilities
  • Member Consultation: Consult with members to identify their needs and provide solutions tailored to their individual circumstances.
  • Product Recommendations: Recommend and sell deposit and loan products, including HELOCs, to meet members' financial needs.
  • Account Maintenance: Perform a wide range of account maintenance tasks, including opening and closing accounts, processing transactions, and updating account information.
  • Suspicious Activity Reporting: Identify and report any suspicious behavior or suspected fraud activity to ensure the security of our members' accounts.
  • Training and Compliance: Complete all required training and compliance modules to stay up-to-date on industry regulations and best practices.
  • Continuous Improvement: Participate in continuous improvement activities and contribute to the achievement of organizational objectives.
Requirements
  • Experience: 12 months of experience in a similar position, with prior loan experience and a proven track record of reaching service and performance goals.
  • Knowledge: Working knowledge of deposit and loan products, including Trust, IRA, certificates, and loans.
  • Skills: Proficiency in Microsoft Outlook, Word, and Excel, as well as excellent interpersonal and communication skills.
  • Education: High school diploma or equivalent.
What We Offer
  • Competitive Pay: Pay scale based on geographic location, with opportunities for advancement.
  • Benefits: Medical, dental, vision, life insurance, flexible spending account, 401(k) matching, paid time off, and tuition reimbursement.


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