Top 82 Banking specialist Jobs in Seal Beach Ca

Long Beach - Relationship Specialist 2 - Full Time - Onsite (So. CA)
Nuvision Federal Credit Union —Long Beach, CA
- $22.46 - $33.69 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid training
- Health insurance
4d
Specialist, Loan Set-Up, Wholesale, II
Carrington Mortgage Holdings —Orange, CA
- $38,000 - $50,000 a year
- Full-time
- Remote
- Computer literacy
- Mid-level
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Floating Banking Specialist II
First Bank-MO —Costa Mesa, CA
- $20.75 - $25.50 an hour
- Full-time
- Office
- High school diploma or GED
- Communication skills
Collections & Credit Specialist
M&T Bank —Irvine, CA
- $34.68 - $57.80 an hour
- Full-time
- Research
- Mid-level
- Office
Lending Specialist 1
Farmers and Merchants Bank of Long Beach —Long Beach, CA
- $22.50 - $33.50 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Basic math
Quick Apply
Senior Lending Specialist
Farmers and Merchants Bank of Long Beach —Newport Beach, CA
- $34.50 - $55.50 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Basic math
Quick Apply
5d
Banking Relationship Specialist
Farmers and Merchants Bank of Long Beach —Corona del Mar, CA
- $20.50 - $37.50 an hour
- Full-time
- Basic math
- English
- Research
Quick Apply
Collateral Specialist
Zillow.com —Irvine, CA
- $22.80 - $34.20 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
3d
Treasury Management Specialist
CommerceWest Bank —Irvine, CA
- $50,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
SBA Loan Specialist
City National Bank —Irvine, CA
- $101,231 - $172,355 a year
- Full-time
- Microsoft Word
- Mid-level
- 3 years
- Health insurance
- Dental insurance
9d
Regional Development Specialist I - City of Industry
American Credit Acceptance —City of Industry, CA
- $55,000 - $60,000 a year
- Weekends as needed
- Dealership
- Marketing
- Microsoft Office
- Paid time off
Quick Apply
Reverse Mortgage Specialist
First American Home Loans, Inc. —Orange, CA
- $110,000 - $225,000 a year
- Full-time
- Background check
- Spanish
- Mid-level
Quick Apply
12d
Client Relationship Specialist (Banking) -Japanese bilingual Preferred
PASONA N A, INC. —Los Angeles, CA
- $60,000 - $75,000 a year
- Full-time
- 5 years
- Office
- Analysis skills
8d
Loan Servicing Specialist (With Bankruptcy/Foreclosure Experience)
Amwest Funding —Brea, CA
- $26 - $29 an hour
- Full-time
- Spanish
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
4d
Loan Servicing Specialist - Loss Mitigation
Amwest Funding —Brea, CA
- $26 - $29 an hour
- Full-time
- Spanish
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
4d
Product Compliance Specialist
Jet Mortgage a DBA of HomeMac —Santa Ana, CA
- $60,000 - $65,000 a year
- Full-time
- Hybrid work
- Background check
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Loan Support Specialist
Bluebono —Alhambra, CA
- $48,000 - $80,000 a year
- Full-time
- Background check
- English
- Mid-level
- Health insurance
- Tuition reimbursement
Quick Apply
Universal Member Support Specialist, Credit Union
USC —Los Angeles, CA
- $25 - $32 an hour
- Google Workspace
- Microsoft Outlook
- Mid-level
- Paid jury duty
- Paid holidays
Member Services Specialist
SchoolsFirst FCU —Placentia, CA
- $33.51 - $50.27 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
Closing Specialist III
Lendistry —Tustin, CA
- $80,000 - $95,000 a year
- Full-time
- 5 years
- Bachelor of Science
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
5d

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Long Beach - Relationship Specialist 2 - Full Time - Onsite (So. CA)

Nuvision Federal Credit Union -
Long Beach, CA

Apply Now

Job Details

Full-time
$22.46 - $33.69 an hour
4 days ago

Benefits

Paid training
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Financial sales
Microsoft Excel
Microsoft Outlook
Phone communication
Industry knowledge of financial regulations
Meeting or exceeding sales goals
Loan Origination Systems (LOS)

Full Job Description

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. Join the Nuvision Team today! Let us be part of your career journey!

Sign-on bonus available for eligible external applicants! Contact us today to learn more!

The Relationship Specialist II (RS II) is a universal role that encompasses various duties and responsibilities of a concierge, RS I, ITM Rep and Relationship Manager I in order to serve our members as needed in-person or over the phone to sustain and support branch operations. Under general supervision, they will guide members to the proper destination for the appropriate resolution or assist them directly. The RS II performs a wide variety of job duties including, opening new accounts/sub-shares, receiving and disbursing cash, plastic card services, originating and processing loan applications, and referring Mortgage, Investments, and Autoland. The RS II also performs wide variety of account maintenance and transactions. Meeting and exceeding performance goals and revenue targets will be part of the RS II Minimum Performance Standards. The RS II ensures member transactions are processed in an accurate and timely manner to achieve the Credit Union’s member service objectives. The RS II is also responsible for providing operational support and exceptional member service while maintaining controls and safeguards. 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.

Responsibilities:

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.
Calls on various call reports to garnish more business throughout the workday and during scheduled call nights throughout the month.
Performs various job duties including but not limited to: Escorting member’s to appropriate destinations for the appropriate resolution, receiving and disbursing funds, opening new accounts/sub-shares, and originating loans.
As needed, inputs, processes and funds consumer loan types such as Closed-end Signature and VISA.
Performs a wide variety of account maintenance including issuing/re-pinning ATM/Debit Cards, changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts, notary services and issuing Cashier’s Checks.
Recommends and refers appropriate products and services including Mortgage, Investment Services, and Autoland from having conversations that matter with members.
Ensures the branch is in balance including the TCR.
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.
Represents the Credit Union in a positive and professional manner.
Maintains member and other sensitive information with confidentiality.
Treats all team members and members with respect
Other related duties as assigned.

Minimum Qualifications:

1 year experience in a similar position and prior loan experience and reaching service and performance goals
Knowledge of all applicable Federal, State and NCUA regulations, including but not limited to BSA, Regulation CC, Regulation D and Regulation E
Comprehensive knowledge of all deposit account products and all services
Working knowledge of loan products and associated system(s) (Loans PQ – loans decisioning system)
Proven ability to garner business
Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature
Capable of working under pressure and with frequent interruptions
Proficient in the operations of a PC and Microsoft applications including Outlook, Word and Excel.
Good verbal communication (in-person and over the phone), written communication, problem solving, member service, and organizational skills.
Attention to detail.

Preferred Qualifications:

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

Education:

Successful completion of all compliance related coursework
NMLS Registered
Notary preferred

Website: nuvisionfederal.com/careers

Pay scale by applicable geographic work location:

Southern California: Min $22.46 - Mid $28.07 - Max $33.69

The final pay offered to a successful candidate will depend on several factors, including but not limited to the type and years of applicable experience within the job and industry, education, etc.

Benefits:

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

California Employee Privacy Notice:
https://nuvisionfederal.com/disclosures/ccpa/

Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future.
Nuvision Credit Union is proud to be an Equal Opportunity Employer. At Nuvision Credit Union, we provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Nuvision Credit Union is committed to providing equal employment opportunities to all individuals, including those with disabilities. If you require a reasonable accommodation to complete the application or interview process, please contact our recruiting team at [email protected]. We will work with you to meet your needs in accordance with applicable laws.

Apply Now

Refine Your Search

banking specialist jobs in seal beach ca

Long Beach - Relationship Specialist 2 - Full Time - Onsite (So. CA)

Specialist, Loan Set-Up, Wholesale, II

Floating Banking Specialist II

Collections & Credit Specialist

Lending Specialist 1

Senior Lending Specialist

Banking Relationship Specialist

Collateral Specialist

Treasury Management Specialist

SBA Loan Specialist

Regional Development Specialist I - City of Industry

Reverse Mortgage Specialist

Client Relationship Specialist (Banking) -Japanese bilingual Preferred

Loan Servicing Specialist (With Bankruptcy/Foreclosure Experience)

Loan Servicing Specialist - Loss Mitigation

Product Compliance Specialist

Loan Support Specialist

Universal Member Support Specialist, Credit Union

Member Services Specialist

Closing Specialist III

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