Financial Relationship Manager

Golden 1 Credit Union; Rancho Cucamonga (CA); On-site; USD 36,000 - 41,000; Full time

Job summary

Golden 1 Credit Union is seeking a Relationship Manager who builds trust and deepens member relationships at the Ontario/Rancho Cucamonga branches. The role focuses on assessing financial needs, educating on deposit and loan products, and delivering exceptional service.

The position involves proactive outreach, collaboration with specialists, and guiding members through digital and self-serve channels while maintaining compliance and confidentiality.

Qualifications

• High School diploma or GED required; Bachelor’s degree preferred.
• Minimum 3+ years in banking or relationship-building roles.
• Strong knowledge of credit union products and compliance guidelines.

Responsibilities

• Identify member needs and present Golden 1 product solutions.
• Generate new memberships and acquire assets from existing and new members.
• Lead outreach to explain products and services to members.
• Coordinate with Home Loans, Business Services, and Investment Services for referrals.

Skills

Communication

Customer service

Teamwork

Relationship-building

Education

High School or GED

Bachelor’s degree preferred

Tools

MS Office

EnAct

Bridger

Card @ Once

ADP HRIS

Concur

Job description

Golden 1 Credit Union is seeking a Relationship Manager who builds trust and deepens member relationships at the Ontario/Rancho Cucamonga branches. The role focuses on assessing financial needs, educating on deposit and loan products, and delivering exceptional service.

The position involves proactive outreach, collaboration with specialists, and guiding members through digital and self-serve channels while maintaining compliance and confidentiality.