Member Solutions & Relationship Advisor

Golden-1-Credit-Union; Folsom (CA); On-site; USD 33,000 - 39,000; Full time

Job summary

Golden 1 Credit Union seeks a Relationship Manager at the Folsom Branch to deliver member-centric financial guidance and support. You will assess member needs, promote deposit, loan and digital services, and deepen relationships through coordinated teamwork.

You will collaborate with Home Loans, Business Services and Investment teams to deliver tailored solutions, while ensuring compliance and exceptional service across all member interactions.

Qualifications

• HS Diploma or GED required.
• Bachelor’s Degree preferred.
• 3+ years prior experience in a banker role or customer relationship role preferred.
• 2+ years as MSS 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 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 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 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

Communication

Customer service

Education

HS Diploma/GED

Bachelor’s Degree preferred

Job description

Golden 1 Credit Union seeks a Relationship Manager at the Folsom Branch to deliver member-centric financial guidance and support. You will assess member needs, promote deposit, loan and digital services, and deepen relationships through coordinated teamwork.

You will collaborate with Home Loans, Business Services and Investment teams to deliver tailored solutions, while ensuring compliance and exceptional service across all member interactions.