Relationship Manager - Financial Solutions & Growth

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

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.