Relationship Manager - Lodi Branch (Full-Time)

Golden 1 Credit Union; Lodi (CA); On-site; USD 49,000 - 58,000; Full time

Job summary

Golden 1 Credit Union is seeking a Relationship Manager for our Lodi branch, training at a neighboring location before moving to the new Lodi branch. The role focuses on building member relationships, needs-based financial solutions, and cross-department collaboration.

The position reports to the Branch Manager and requires strong service, communication, and compliance with banking regulations. Expect onboarding at the current branch with eventual relocation to the new Lodi facility.

Qualifications

• HS Diploma or 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 and submit referrals via Service Hub.

Education

High School Diploma or GED

Bachelor’s Degree preferred

Job description

Golden 1 Credit Union is seeking a Relationship Manager for our Lodi branch, training at a neighboring location before moving to the new Lodi branch. The role focuses on building member relationships, needs-based financial solutions, and cross-department collaboration.

The position reports to the Branch Manager and requires strong service, communication, and compliance with banking regulations. Expect onboarding at the current branch with eventual relocation to the new Lodi facility.