Member Relationship Advisor – Banking Solutions

Golden 1 Credit Union; San Francisco (CA); On-site; USD 40,000 - 47,000; Full time

Job summary

Golden 1 Credit Union is seeking a Relationship Manager in San Francisco to deliver member-focused financial guidance across deposits, loans, and digital banking. This non-exempt role reports to the Branch Manager at the Mission Bay Branch and emphasizes proactive member outreach and superior service within a collaborative team.

The role requires a strong relationship-building background, 3+ years in banking or related client-facing roles, and a commitment to complying 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.
• 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.

Skills

Relationship building

Customer service

Sales skills

Education

HS Diploma GED

Bachelor’s degree preferred

Job description

Golden 1 Credit Union is seeking a Relationship Manager in San Francisco to deliver member-focused financial guidance across deposits, loans, and digital banking. This non-exempt role reports to the Branch Manager at the Mission Bay Branch and emphasizes proactive member outreach and superior service within a collaborative team.

The role requires a strong relationship-building background, 3+ years in banking or related client-facing roles, and a commitment to complying with banking regulations