Relationship Manager 2 – Monterey Park

Denali Federal Credit Union
July 14, 2019
Monterey Park, CA
Job Type


The Relationship Manager 2 (RM 2) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactions. Meeting and exceeding performance goals and revenue targets will be part of their Minimum Performance Standards. It will also be their responsibility to identify and report any suspicious behavior or suspected fraud activity. The RM 2 position also performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. All transactions are expected to be accurate and completed in a timely manner in order to ensure that Credit Union Member Service goals are achieved. The RM 2 position profiles the member’s account to recommend product and service solutions including; KFIS (Investment Services), Insurance Products, First Mortgages, and Autoland (car buying service). As a RM 2, they will assist with coaching/mentoring the rest of staff. Makes observations and suggests alternative methods in profiling member accounts. As needed, assists with some leadership functions in the absence of branch management. This role’s primary focus is the member experience and is expected to 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. They must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy.


  • Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions. Holds conversations that matter with members either in person or over the phone.
  • 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.
  • Calls on various call reports to garnish more business. This can be done during the work day and during scheduled call nights throughout the month.
  • Performs various RM duties including but not limited to: Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA. Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, Certificate of Trust, etc. Recommends other products and services as appropriate from having conversations that matter with members.
  • 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.
  • Assists with leadership functions in the absence of branch management and also with coaching teller line. Makes observations and suggests alternative methods of profiling member accounts.
  • Identifies and reports any suspicious behavior or suspected fraud activity.
  • 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. 


  • 18 months in a similar position having prior loan experience and reaching service and performance goals is required. 24 months of experience is preferred.
  • Must have a strong working knowledge of deposit/ loan products (Trust, IRA, certificates, loans/Loans PQ – loans decisioning system).
  • Proven ability to generate business.
  • Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel.
  • Excellent verbal and written communication skills in person and over the phone.
  • Member service and organizational skills.
  • Good interpersonal skills with the ability to effectively listen, understand and anticipate member needs.
  • Willingness to make a difference.
  • A genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature.
  • Personable and professional: Strong interpersonal skills with the ability to effectively listen, understand and anticipate member needs.
  • Must be a Notary and NMLS registered.
  • H.S. Diploma or equivalent is required.
  • Bi-lingual is preferred.

Company Description

Denali Federal Credit Union is based in Anchorage, Alaska. Denali serves communities throughout Alaska and Washington. It is the third largest credit union in Alaska with more than 72,000 members and $650 million in assets. Denali has grown to add Denali Home Loans, Denali Investment Services and Denali Business Lending and Business Service to its list of services.

Denali FCU is an Equal Housing Lender. Denali FCU savings are federally insured to at least $250,000 and backed by the full faith and credit of the United States government.

Investment Services Department non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Denali Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Denali representatives are licensed to sell securities in the state of Alaska. For specific tax advice, please consult a tax professional.

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