Lodi Branch - Relationship Manager (Full-Time)

Golden 1 Credit Union; Lodi (CA); On-site; USD 3,272,000 - 3,857,000; Full time

Job summary

Golden 1 Credit Union is seeking a Relationship Manager to support a transitioning Lodi branch. Training occurs at a neighboring branch before opening at the new Lodi location.

You will build member relationships, assess needs, and coordinate with Home Loans, Business Services, and Investment Services to deliver tailored financial solutions. Responsibilities include proactive outreach, account openings, loan processing, and ensuring compliance with banking regulations.

Qualifications

• H.S. Diploma or General Education Degree (GED) required
• Bachelor’s Degree preferred
• 3+ years prior experience in a banker role at another financial institution or customer relationship building role preferred
• 2+ years as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred

Responsibilities

• Proactively identifies opportunities to help members relative to Golden 1 product or services offerings by completing needs-based assessment to fit the unique needs of each member.
• Generate new membership and acquire new assets, both from existing member base and new member acquisitions.
• Lead proactive outreach calling initiatives to articulate how Golden 1 products and services can address members financial needs and priorities.
• Be a main dedicated platform support for appointment services and walk-in requests to provide exceptional member experience.
• Partner with internal specialists in Home Loans, Business Services, and Investment Services to provide interdisciplinary expertise to members when needed and submit referrals via Service Hub.
• Provide MSS IIs and IIIs with coaching and guidance on products and special promotions, how to identify members needs while doing transactions, and providing appropriate referrals.
• Process consumer loan applications and completes the fulfillment of loan when appropriate.
• Opens consumer and business deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs to ensure members are provided with meaningful financial solutions.
• Notarizes member documents (certification of trust, etc.)
• Collect medallion stamp request information and sends to MSS IV or above for approval.
• Maintain through understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
• May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above.

Education

GED

Bachelor’s Degree (preferred)

Job description

This role will begin training at a neighboring branch before transitioning to our new Lodi branch upon its opening.

Job Title: Relationship Manager

Status: Non-exempt

Reports to: Branch Manager

Department: Lodi Branch

Job Code: 11910

Pay Range: $23.75 - $28.00 Hourly

Who We Are

Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

Who You Are

You are a relationship-focused financial services professional who is passionate about helping members achieve their financial goals. You excel at building trust, identifying needs, and recommending tailored solutions across deposit, lending, and digital banking products. With strong communication and relationship-building skills, you collaborate with internal specialists, provide exceptional service, and proactively deepen member relationships while supporting branch success and compliance standards.

What You'll Do

• Proactively identifies opportunities to help members relative to Golden 1 product or services offerings by completing needs-based assessment to fit the unique needs of each member.
• Generate new membership and acquire new assets, both from existing member base and new member acquisitions.
• Lead proactive outreach calling initiatives to be able to articulate how Golden 1 products and services can address members financial needs and priorities.
• Be a main dedicated platform support for appointment services and walk-in requests to provide exceptional member experience.
• Partner with internal specialists in Home Loans, Business Services, and Investment Services to provide interdisciplinary expertise to members when needed and submit referrals via Service Hub.
• Provide MSS IIs and IIIs with coaching and guidance on products and special promotions, how to identify members needs while doing transactions, and providing appropriate referrals.
• Process consumer loan applications and completes the fulfillment of loan when appropriate.
• Opens consumer and business deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs to ensure members are provided with meaningful financial solutions.
• Notarizes member documents (certification of trust, etc.)
• Collect medallion stamp request information and sends to MSS IV or above for approval.
• Maintain through understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
• May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above.
• Activates alarm.
• Ensures confidentiality of all member and credit union information.
• Develops coaching and leadership skills by observation and training courses.
• Offer members advice and guidance on available digital and self-serve channels with goal of making managing accounts easy, simple, and fast.

Qualificiations And Preferences

• H.S. Diploma or General Education Degree (GED) required
• Bachelor’s Degree preferred
• 3+ years prior experience in a banker role at another financial institution or customer relationship building role preferred
• 2+ years as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred

Why Join Us

Golden 1 Credit Union provides its employees a market-competitive and internally equitable total rewards compensation package through a variety of programs. These programs are designed to attract, motivate, and retain employees that drive and support the achievement of Our Mission, Vision, and Strategic Goals. The Credit Union is committed a total rewards philosophy built on; a comprehensive compensation package, well-being and work-life balance, career development and growth, rewards and recognition, and a commitment to Diversity, Equity and Inclusion. We believe in fostering a workplace where every employee is recognized, valued, and motivated to contribute their best.

Disclaimer/Intent And Function Of Job Descriptions

The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.