Lodi Branch - Relationship Manager (Full-Time)

Golden 1 Credit Union•Lodi, CA

20h•Onsite

About The Position

This role will begin training at a neighboring branch before transitioning to our new Lodi branch upon its opening. The Relationship Manager is a relationship-focused financial services professional who is passionate about helping members achieve their financial goals. They excel at building trust, identifying needs, and recommending tailored solutions across deposit, lending, and digital banking products. With strong communication and relationship-building skills, they collaborate with internal specialists, provide exceptional service, and proactively deepen member relationships while supporting branch success and compliance standards.

Requirements

H.S. Diploma or General Education Degree (GED) required
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

Nice To Haves

Bachelor’s Degree 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 be able 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.
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.