Folsom Branch - Relationship Manager

Golden 1 Credit Union•Folsom, CA

7d•Onsite

About The Position

Golden 1 Credit Union is a member-owned, not-for-profit cooperative guided by the philosophy of “people helping people.” It works to empower members and uplift communities while promoting a more equitable and financially inclusive California. The Relationship Manager is a relationship-focused financial services professional who helps members achieve financial goals by identifying needs and recommending tailored deposit, lending, and digital banking solutions. The role builds trust, provides exceptional service, collaborates with internal specialists, and supports branch success and compliance standards. The Relationship Manager serves members through needs-based assessments, outreach, appointments, and walk-in requests. The position also processes consumer loans and deposit accounts, supports colleagues through coaching and guidance, and helps members use digital and self-service channels. The role may take the lead on opening and closing responsibilities when more senior Member Service Specialists are absent. This is a non-exempt position in the Folsom Branch, reports to the Branch Manager, and has a listed pay range of $23.75–$28.00 per hour.

Requirements

High school diploma or General Education Degree (GED) required.
Three or more years of experience in a banker role at another financial institution or in a customer relationship-building role preferred.
Two or more years as a Member Service Specialist II or teller at Golden 1 or another financial institution preferred.
Strong communication and relationship-building skills.
Ability to build trust, identify member needs, and recommend tailored financial solutions.
Ability to collaborate with internal specialists and provide exceptional service.

Nice To Haves

Bachelor’s degree preferred.
Three or more years of experience in a banker role at another financial institution or in a customer relationship-building role.
Two or more years as a Member Service Specialist II or teller at Golden 1 or another financial institution.

Responsibilities

Identify opportunities to meet members’ needs with Golden 1 products and services by conducting needs-based assessments.
Generate new memberships and acquire new assets from existing members and new member acquisitions.
Lead proactive outreach calls and explain how Golden 1 products and services can address members’ financial needs and priorities.
Provide dedicated platform support for appointments and walk-in requests.
Partner with Home Loans, Business Services, and Investment Services specialists, and submit referrals through Service Hub.
Coach and guide Member Service Specialists II and III on products, promotions, identifying member needs during transactions, and making appropriate referrals.
Process consumer loan applications and complete loan fulfillment when appropriate.
Open consumer, business, and specialty deposit accounts, including Roth IRAs, and identify members’ financial service needs.
Notarize member documents, such as certifications of trust.
Collect information for medallion stamp requests and send it to a Member Service Specialist IV or above for approval.
Maintain understanding of applicable state and federal credit union laws and regulations, including bank secrecy and anti-money laundering requirements.
May lead opening and closing responsibilities in the absence of a Member Service Specialist IV or above.
Activate the alarm.
Protect the confidentiality of member and credit union information.
Develop coaching and leadership skills through observation and training courses.
Advise and guide members on digital and self-service channels to make account management easy, simple, and fast.