Small Business Banking Relationship Manager

Golden 1; Sacramento (CA); Sur place; USD 70 000 - 74 000; Plein temps

Résumé du poste

Golden 1 Credit Union seeks a Business Services Advisor to support small business members in the Sacramento region. This exempt, full-time role reports to the Business Services Market Area Manager and focuses on building trusted relationships and delivering tailored financial solutions.

You’ll engage branch staff, identify opportunities, and manage needs-based conversations to grow deposits and product usage. Outbound outreach and referrals are key.

Qualifications

• Bachelor’s Degree preferred
• Work experience may be considered in lieu of a four-year degree
• Proven experience in Small Business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education required

Responsabilités

• Team Engagement: Build and grow relationships with potential new members and engage with existing members to learn their financial needs, plan and execute appointments, and educate on small business requirements.
• Operational Engagement: Collaborate with the Business Services Market Area Manager on products and marketing to grow memberships and deposits.
• Performance Monitoring & Optimization: Engage with members through all phases of the business life cycle and ensure compliance with policies and risk management.
• Compliance & Best Practices: Ensure compliance with policies, laws and regulations and manage risk.

Connaissances

Relationship building

Formation

Bachelor’s Degree preferred

Description du poste

Golden 1 Credit Union seeks a Business Services Advisor to support small business members in the Sacramento region. This exempt, full-time role reports to the Business Services Market Area Manager and focuses on building trusted relationships and delivering tailored financial solutions.

You’ll engage branch staff, identify opportunities, and manage needs-based conversations to grow deposits and product usage. Outbound outreach and referrals are key.