Relationship Manager 1
Not Disclosed•Full-TimeOn-site
location_on1688, East 3rd Avenue, Anchorage, 99501, United States
About the Role
The Relationship Manager I (RM I) serves as the primary point of consultation for Nuvision Federal Credit Union members. This role is designed to identify member needs, recommend appropriate financial solutions, and ensure the seamless execution of pending transactions. At its core, the position focuses on delivering an exceptional member experience while representing the Credit Union with professionalism, mutual respect, and integrity.
In this role, you will engage in "conversations that matter" with members both in person and over the phone. You will profile member accounts to recommend a wide array of products, including investment services, insurance, first mortgages, and car buying services. Beyond consultation, you will handle a diverse range of account maintenance duties, such as opening and closing deposit and loan accounts (including HELOCS), processing payments, managing account transfers, and performing notary services. Accuracy and timeliness in all transactions are essential to achieving our member service goals.
You will also play a vital role in the organization's growth by identifying and reporting suspicious behavior or suspected fraud, supporting continuous improvement activities, and participating in Credit Union events like Car Sales and Open Enrollments. Success in this position requires maintaining strict confidentiality, demonstrating sound judgment, and acting with tact and diplomacy in all interactions.
Work location
Work model: On-site
1688, East 3rd Avenue, Anchorage, 99501, United States
Anchorage
Key Responsibilities
- check_circleConsult with members to identify needs and recommend appropriate products and solutions
- check_circleIdentify and report suspicious behavior or suspected fraud activity to ensure compliance
Similar Job Opportunities
Skills, education and keywords
Skills: Microsoft Outlook, Notary Services, Loans PQ.
Education: High school Diploma or Equivalent.
Frequently asked questions about Relationship Manager 1 at Nuvision Federal Credit Union
What does a Relationship Manager 1 at Nuvision Federal Credit Union do?expand_more
In this Relationship Manager 1 at Nuvision Federal Credit Union role, you will consult with members to identify needs and recommend appropriate products and solutions; identify and report suspicious behavior or suspected fraud activity to ensure compliance; participate in continuous improvement activities and credit union events to achieve organizational goals; and process and fund various consumer loan types including helocs, automobile, and personal loans.
What are the requirements for this Relationship Manager 1 role?expand_more
To qualify for the Relationship Manager 1 at Nuvision Federal Credit Union position, applicants should have: 12 months experience in a similar position; Prior loan experience; Working knowledge of deposit/loan products; Proficiency in Microsoft Outlook, Word, and Excel; and High school Diploma or Equivalent.
Where is the Relationship Manager 1 role at Nuvision Federal Credit Union located?expand_more
Relationship Manager 1 at Nuvision Federal Credit Union is based in 1688, East 3rd Avenue, Anchorage, 99501, United States. This is a on-site role.