Small Business Growth Advisor

Golden 1 Credit Union; Sacramento (CA); On-site; USD 70,000 - 74,000; Full time

Job summary

Golden 1 Credit Union seeks a Business Services Advisor in the Sacramento region to manage small business relationships and deliver financial solutions that support growth. You will engage with members, schedule appointments, and coordinate with branch staff to meet broader financial needs.

This exempt role emphasizes proactive outreach, cross-selling deposits, loans, and treasury services to strengthen partnerships and drive business membership.

Qualifications

• Bachelor’s Degree preferred
• Work experience may be considered in lieu of a four-year degree
• Proven small business banking experience, or equivalent via work, training, military, or education

Responsibilities

• Team Engagement: Build relationships with potential and existing members, plan appointments, and educate staff about the Business Services Advisor role.
• Operational Engagement: Collaborate on products/marketing, drive business membership growth, and schedule member appointments.
• Performance Monitoring & Optimization: Engage with members through all life cycle stages, identify needs, and manage risk.
• Compliance & Best Practices: Ensure policy compliance and risk management.

Job description

Golden 1 Credit Union seeks a Business Services Advisor in the Sacramento region to manage small business relationships and deliver financial solutions that support growth. You will engage with members, schedule appointments, and coordinate with branch staff to meet broader financial needs.

This exempt role emphasizes proactive outreach, cross-selling deposits, loans, and treasury services to strengthen partnerships and drive business membership.